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 Service code 12 · EIN 27-2037969 | Participant loan processing; Sub-tran... | $16,682 |
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 | $27,427 | $39,859-31.2% | $78,689-65.1% | $57,658-52.4% |
| Participation rate | 72.8% | 66.1%+6.7pp | 73.6%-0.8pp | 70.2%+2.5pp |
| Annual return | 11.98% | 18.96%-7.0pp | 62.18%-50.2pp | 5.13%+6.8pp |
| Employer contribution / active EE | $517 | $1,786-71.1% | $2,851-81.9% | $1,974-73.8% |
| Participant deferral / active EE | $3,343 | $2,248+48.7% | $3,517-4.9% | $3,061+9.2% |
| Admin fee / account holder | $27 | $76-63.9% | $4,510-99.4% | $95-70.9% |