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 year Filed as: NEWPORT GROUP Service code 13 · EIN 27-2037969 | Contract Administrator | $4,363 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,962 | $43,423-28.7% | $78,689-60.7% | $55,167-43.9% |
| Participation rate | 75.2% | 68.0%+7.2pp | 73.6%+1.7pp | 69.0%+6.2pp |
| Annual return | 12.52% | 11.53%+1.0pp | 62.18%-49.7pp | 169.23%-156.7pp |
| Employer contribution / active EE | $1,770 | $1,997-11.4% | $2,851-37.9% | $1,963-9.8% |
| Participant deferral / active EE | $3,807 | $2,509+51.7% | $3,517+8.2% | $3,054+24.6% |
| Admin fee / account holder | $35 | $416-91.5% | $4,510-99.2% | $504-93.0% |