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.1 year Filed as: NEWPORT GROUP SECURITIES, INC Service code 16 · EIN 59-3099288 | Consulting | $11,543 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,718 |
Filed as: MERRILL LYNCH PIERCE FENNER & SMIT Service code 61 · EIN 13-5674085 | Finders' fees / placement fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $58,824 | $31,370+87.5% | $74,583-21.1% | $63,975-8.1% |
| Participation rate | 7.3% | 42.6%-35.3pp | 68.1%-60.9pp | 71.1%-63.9pp |
| Annual return | 6.34% | -105.16%+111.5pp | 20.47%-14.1pp | 48.65%-42.3pp |
| Employer contribution / active EE | $26 | $822-96.9% | $2,525-99.0% | $2,182-98.8% |
| Participant deferral / active EE | $452 | $1,560-71.0% | $3,458-86.9% | $3,356-86.5% |
| Admin fee / account holder | $84 | $77+9.9% | $4,138-98.0% | $70+19.8% |