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.7 years Service code 13 · EIN 27-2037969 | Contract Administrator | $3,739 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,051 | $58,320+100.7% | $86,436+35.4% | $66,914+74.9% |
| Participation rate | 91.7% | 78.6%+13.1pp | 80.3%+11.3pp | 69.8%+21.9pp |
| Annual return | -18.79% | -9.71%-9.1pp | 4394.89%-4413.7pp | 1.58%-20.4pp |
| Employer contribution / active EE | $9,743 | $2,615+272.5% | $3,769+158.5% | $2,544+282.9% |
| Participant deferral / active EE | $6,667 | $6,899-3.4% | $6,952-4.1% | $4,237+57.3% |
| Admin fee / account holder | $13 | $546-97.7% | $6,731-99.8% | $593-97.9% |