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 Service code 15 · EIN 27-2037969 | Recordkeeping | $11,470 |
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 | $34,039 | $75,183-54.7% | $123,892-72.5% | $55,167-38.3% |
| Participation rate | 58.9% | 72.8%-13.9pp | 81.4%-22.5pp | 69.0%-10.1pp |
| Annual return | 8.63% | 19.01%-10.4pp | 47.52%-38.9pp | 169.23%-160.6pp |
| Employer contribution / active EE | $2,247 | $2,823-20.4% | $4,617-51.3% | $1,963+14.5% |
| Participant deferral / active EE | $4,159 | $5,084-18.2% | $5,984-30.5% | $3,054+36.2% |
| Admin fee / account holder | $81 | $663-87.7% | $8,357-99.0% | $504-83.8% |