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 | Claims processing; Sub-transfer agenc... | $1,872 |
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 | $24,133 | $41,281-41.5% | $109,313-77.9% | $57,658-58.1% |
| Participation rate | 31.5% | 59.3%-27.9pp | 71.3%-39.8pp | 70.2%-38.7pp |
| Annual return | 9.00% | 8.97%0pp | 22.07%-13.1pp | 5.13%+3.9pp |
| Employer contribution / active EE | $0 | $1,201-100.0% | $3,892-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $1,294 | $2,223-41.8% | $3,166-59.1% | $3,061-57.7% |
| Admin fee / account holder | $7 | $75-91.3% | $5,666-99.9% | $95-93.0% |