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.8 years Service code 37 · EIN 27-2037969 | Loan Processing | $41,801 |
NEWPORT GROUP, INC.1 year Filed as: NEWPORT TRUST COMPANY Service code 21 · EIN 27-4411131 | Bank Trustee | $5,400 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $139,340 | $69,477+100.6% | $94,646+47.2% | $71,457+95.0% |
| Participation rate | 87.2% | 78.4%+8.7pp | 80.8%+6.4pp | 67.9%+19.3pp |
| Annual return | 20.41% | 29.66%-9.3pp | 156.71%-136.3pp | 28.85%-8.4pp |
| Employer contribution / active EE | $9,857 | $2,853+245.5% | $3,672+168.4% | $2,588+280.9% |
| Participant deferral / active EE | $7,267 | $7,345-1.1% | $7,418-2.0% | $4,289+69.4% |
| Admin fee / account holder | $150 | $1,210-87.6% | $7,231-97.9% | $1,587-90.6% |