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 | $2,842 |
Participant contribution per participant 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 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 | $17,813 | $45,343-60.7% | $150,298-88.1% | $67,986-73.8% |
| Participation rate | 90.6% | 51.9%+38.8pp | 77.8%+12.9pp | 57.2%+33.4pp |
| Annual return | 13.86% | 33.28%-19.4pp | 62.79%-48.9pp | 31.67%-17.8pp |
| Employer contribution / active EE | $899 | $1,462-38.5% | $4,154-78.4% | $2,019-55.5% |
| Participant deferral / active EE | $372 | $2,055-81.9% | $5,453-93.2% | $3,358-88.9% |
| Admin fee / account holder | $11 | $2,250-99.5% | $14,116-99.9% | $3,203-99.7% |