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 8-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 13 · EIN 27-2037969 | Contract Administrator | $6,959 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $5,340 | $42,548-87.5% | $74,550-92.8% | $56,287-90.5% |
| Participation rate | 62.2% | 60.5%+1.8pp | 69.1%-6.9pp | 69.9%-7.6pp |
| Annual return | 0.00% | 12.40%-12.4pp | 32.53%-32.5pp | -9.96%+10.0pp |
| Employer contribution / active EE | $1,579 | $855+84.6% | $1,961-19.5% | $2,111-25.2% |
| Participant deferral / active EE | $2,639 | $2,277+15.9% | $3,108-15.1% | $3,350-21.2% |
| Admin fee / account holder | $81 | $467-82.7% | $5,060-98.4% | $521-84.4% |