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.2+ years Service code 15 · EIN 27-2037969 | Recordkeeping | $13,609 |
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 | $40,513 | $80,753-49.8% | $136,294-70.3% | $62,292-35.0% |
| Participation rate | 48.1% | 73.5%-25.5pp | 81.9%-33.8pp | 69.5%-21.4pp |
| Annual return | 18.86% | 35.83%-17.0pp | 5155.94%-5137.1pp | 28.90%-10.0pp |
| Employer contribution / active EE | $2,221 | $2,884-23.0% | $4,695-52.7% | $2,042+8.8% |
| Participant deferral / active EE | $3,912 | $5,164-24.2% | $6,247-37.4% | $3,169+23.4% |
| Admin fee / account holder | $65 | $525-87.7% | $9,243-99.3% | $479-86.5% |