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 year Service code 15 · EIN 27-2037969 | Recordkeeping | $1,460 |
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,740 | $76,050-55.6% | $96,544-65.1% | $71,457-52.8% |
| Participation rate | 95.6% | 74.4%+21.2pp | 76.0%+19.7pp | 67.9%+27.7pp |
| Annual return | 10.19% | 22.81%-12.6pp | 25.84%-15.7pp | 28.85%-18.7pp |
| Employer contribution / active EE | $2,080 | $2,244-7.3% | $2,965-29.8% | $2,588-19.6% |
| Participant deferral / active EE | $4,851 | $4,215+15.1% | $4,8510% | $4,289+13.1% |
| Admin fee / account holder | $12 | $2,707-99.6% | $8,252-99.9% | $1,587-99.2% |