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 9-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 12 · EIN 27-2037969 | Claims processing; Direct payment fro... | $14,078 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $72,481 | $59,186+22.5% | $76,768-5.6% | $56,287+28.8% |
| Participation rate | 72.2% | 75.2%-3.0pp | 77.0%-4.8pp | 69.9%+2.3pp |
| Annual return | 13.21% | 6.62%+6.6pp | 2.43%+10.8pp | -9.96%+23.2pp |
| Employer contribution / active EE | $435 | $1,759-75.3% | $2,485-82.5% | $2,111-79.4% |
| Participant deferral / active EE | $3,691 | $3,255+13.4% | $3,852-4.2% | $3,350+10.2% |
| Admin fee / account holder | $20 | $489-95.9% | $6,675-99.7% | $521-96.2% |