Filed October 29, 2020
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.1+ years Service code 50 · EIN 27-2037969 | Direct Payment | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,750 | $46,732-44.9% | $156,549-83.6% | $55,167-53.3% |
| Participation rate | 74.0% | 65.8%+8.2pp | 84.0%-10.0pp | 69.0%+5.0pp |
| Annual return | 2.66% | 17.72%-15.1pp | 32.23%-29.6pp | 169.23%-166.6pp |
| Employer contribution / active EE | $2,898 | $2,105+37.7% | $5,501-47.3% | $1,963+47.7% |
| Participant deferral / active EE | $1,371 | $2,204-37.8% | $4,871-71.9% | $3,054-55.1% |
| Admin fee / account holder | $43 | $418-89.7% | $13,027-99.7% | $504-91.5% |