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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.6+ years Service code 13 · EIN 27-2037969 | Contract Administrator | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,190 | $136,307-9.6% | $177,821-30.7% | $73,488+67.6% |
| Participation rate | 83.6% | 86.1%-2.5pp | 87.7%-4.1pp | 70.7%+12.9pp |
| Annual return | 12.87% | 18.68%-5.8pp | 48.32%-35.5pp | 28.51%-15.6pp |
| Employer contribution / active EE | $3,627 | $3,712-2.3% | $5,918-38.7% | $2,270+59.8% |
| Participant deferral / active EE | $5,207 | $5,829-10.7% | $7,714-32.5% | $3,740+39.2% |
| Admin fee / account holder | $33 | $596-94.4% | $12,427-99.7% | $513-93.5% |