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 | $49,915-64.3% | $154,803-88.5% | $74,304-76.0% |
| Participation rate | 90.6% | 54.0%+36.7pp | 78.1%+12.6pp | 60.3%+30.3pp |
| Annual return | 13.86% | 34.06%-20.2pp | 58.88%-45.0pp | 29.43%-15.6pp |
| Employer contribution / active EE | $899 | $1,611-44.2% | $4,305-79.1% | $2,241-59.9% |
| Participant deferral / active EE | $372 | $2,255-83.5% | $5,540-93.3% | $3,767-90.1% |
| Admin fee / account holder | $11 | $2,189-99.5% | $14,329-99.9% | $2,969-99.6% |