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 RETIREMENT SERVICES, INC. Service code 12 · EIN 62-1868111 | Sub-transfer agency fees; Custodial (... | $8,028 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $44,112 | $52,884-16.6% | $84,750-48.0% | $55,167-20.0% |
| Participation rate | 62.3% | 67.5%-5.2pp | 76.6%-14.3pp | 69.0%-6.7pp |
| Annual return | -1.40% | 18.03%-19.4pp | 22.78%-24.2pp | 169.23%-170.6pp |
| Employer contribution / active EE | $1,147 | $2,233-48.6% | $3,574-67.9% | $1,963-41.6% |
| Participant deferral / active EE | $3,168 | $2,644+19.8% | $3,712-14.6% | $3,054+3.7% |
| Admin fee / account holder | $30 | $581-94.8% | $5,332-99.4% | $504-94.0% |