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+ years Filed as: NEWPORT RETIREMENT SERVICES, INC. Service code 15 | Recordkeeping | $33,336 |
WTRISC1+ years Service code 12 · EIN 51-0099033 | Claims processing; Direct payment fro... | $16,766 |
THE ANGELL PENSION GROUP, INC.1+ years Filed as: ANGELL PENSION GROUP Service code 12 · EIN 04-2530412 | Participant loan processing; Direct p... | $8,382 |
NEWPORT GROUP, INC.1+ years Filed as: NEWPORT RETIREMENT RESOURCES Service code 15 · EIN 62-1868111 | Recordkeeping | $7,916 |
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 | $82,811 | $37,117+123.1% | $147,614-43.9% | $55,191+50.0% |
| Participation rate | 95.6% | 63.6%+32.0pp | 84.6%+11.0pp | 69.2%+26.4pp |
| Annual return | 2.66% | 3.44%-0.8pp | 61.98%-59.3pp | 10.78%-8.1pp |
| Employer contribution / active EE | $4,365 | $1,620+169.4% | $5,564-21.6% | $1,899+129.9% |
| Participant deferral / active EE | $12,522 | $1,985+530.7% | $4,895+155.8% | $3,046+311.0% |
| Admin fee / account holder | $75 | $86-12.5% | $11,611-99.4% | $91-17.5% |