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.2 years Service code 15 · EIN 27-2037969 | Recordkeeping | $1,885 |
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 | $39,973 | $79,171-49.5% | $102,423-61.0% | $74,495-46.3% |
| Participation rate | 99.2% | 74.8%+24.4pp | 76.5%+22.7pp | 67.2%+32.0pp |
| Annual return | 8.13% | 54.93%-46.8pp | 29.32%-21.2pp | 1364.94%-1356.8pp |
| Employer contribution / active EE | $2,181 | $2,362-7.7% | $3,023-27.8% | $2,623-16.8% |
| Participant deferral / active EE | $5,276 | $4,415+19.5% | $5,053+4.4% | $4,346+21.4% |
| Admin fee / account holder | $15 | $2,001-99.2% | $9,451-99.8% | $1,942-99.2% |