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.5+ years Service code 15 · EIN 27-2037969 | Recordkeeping | $5,055 |
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 | $135,180 | $48,570+178.3% | $130,648+3.5% | $72,985+85.2% |
| Participation rate | 51.7% | 58.6%-6.9pp | 71.7%-20.1pp | 69.5%-17.8pp |
| Annual return | 22.06% | 38.63%-16.6pp | 1708.96%-1686.9pp | 81.00%-58.9pp |
| Employer contribution / active EE | $1,578 | $1,334+18.3% | $4,092-61.4% | $2,440-35.3% |
| Participant deferral / active EE | $3,431 | $2,384+43.9% | $3,603-4.8% | $3,607-4.9% |
| Admin fee / account holder | $86 | $3,549-97.6% | $5,464-98.4% | $5,124-98.3% |