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.7+ years Service code 15 · EIN 27-2037969 | Recordkeeping | $7,532 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $141,042 | $58,694+140.3% | $142,863-1.3% | $85,850+64.3% |
| Participation rate | 66.7% | 58.5%+8.2pp | 71.9%-5.3pp | 69.3%-2.6pp |
| Annual return | 12.35% | 27.72%-15.4pp | 5637.54%-5625.2pp | 318.53%-306.2pp |
| Employer contribution / active EE | $1,871 | $1,423+31.6% | $4,144-54.8% | $2,565-27.0% |
| Participant deferral / active EE | $4,254 | $2,607+63.1% | $3,837+10.9% | $3,952+7.6% |
| Admin fee / account holder | $105 | $4,239-97.5% | $6,560-98.4% | $6,260-98.3% |