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.4+ years Service code 15 · EIN 27-2037969 | Recordkeeping | $6,100 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $102,385 | $43,723+134.2% | $121,196-15.5% | $64,186+59.5% |
| Participation rate | 53.8% | 58.3%-4.5pp | 71.7%-17.9pp | 69.6%-15.7pp |
| Annual return | 4.19% | 68.91%-64.7pp | 16.93%-12.7pp | 7.63%-3.4pp |
| Employer contribution / active EE | $1,609 | $1,296+24.1% | $4,022-60.0% | $2,381-32.4% |
| Participant deferral / active EE | $3,921 | $2,280+72.0% | $3,344+17.2% | $3,470+13.0% |
| Admin fee / account holder | $100 | $3,501-97.1% | $5,019-98.0% | $4,888-98.0% |