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.2 years Service code 12 · EIN 27-2037969 | Recordkeeping fees; Direct payment fr... | $23,131 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $142,032 | $89,355+59.0% | $141,162+0.6% | $72,985+94.6% |
| Participation rate | 97.8% | 75.1%+22.6pp | 82.5%+15.3pp | 69.5%+28.3pp |
| Annual return | 18.84% | 111.85%-93.0pp | 71.39%-52.6pp | 81.00%-62.2pp |
| Employer contribution / active EE | $0 | $3,114-100.0% | $4,735-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $14,853 | $5,418+174.1% | $6,709+121.4% | $3,607+311.7% |
| Admin fee / account holder | $84 | $5,958-98.6% | $10,261-99.2% | $5,124-98.4% |