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 Filed as: NEWPORT GROUP Service code 12 · EIN 62-1868111 | Direct payment from the plan; Account... | $4,061 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $24,030 | $36,916-34.9% | $156,549-84.6% | $57,658-58.3% |
| Participation rate | 51.8% | 63.4%-11.6pp | 84.0%-32.2pp | 70.2%-18.4pp |
| Annual return | 0.35% | 12.38%-12.0pp | 32.23%-31.9pp | 5.13%-4.8pp |
| Employer contribution / active EE | $631 | $1,571-59.8% | $5,501-88.5% | $1,974-68.0% |
| Participant deferral / active EE | $1,206 | $1,926-37.4% | $4,871-75.2% | $3,061-60.6% |
| Admin fee / account holder | $10 | $82-88.3% | $13,027-99.9% | $95-89.8% |