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.6+ years Service code 15 · EIN 27-2037969 | Recordkeeping | $5,296 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $144,349 | $53,777+168.4% | $134,143+7.6% | $79,858+80.8% |
| Participation rate | 51.0% | 58.8%-7.8pp | 72.2%-21.2pp | 69.6%-18.6pp |
| Annual return | 16.18% | 19.01%-2.8pp | 36.33%-20.2pp | 31.71%-15.5pp |
| Employer contribution / active EE | $1,602 | $1,321+21.3% | $3,704-56.7% | $2,471-35.2% |
| Participant deferral / active EE | $3,567 | $2,420+47.4% | $3,499+2.0% | $3,740-4.6% |
| Admin fee / account holder | $81 | $3,984-98.0% | $6,684-98.8% | $5,306-98.5% |