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.1+ years Service code 13 · EIN 27-2037969 | Contract Administrator | $21,008 |
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 | $26,571 | $43,423-38.8% | $78,689-66.2% | $55,167-51.8% |
| Participation rate | 85.5% | 68.0%+17.5pp | 73.6%+11.9pp | 69.0%+16.5pp |
| Annual return | 6.37% | 11.53%-5.2pp | 62.18%-55.8pp | 169.23%-162.9pp |
| Employer contribution / active EE | $2,244 | $1,997+12.4% | $2,851-21.3% | $1,963+14.3% |
| Participant deferral / active EE | $4,393 | $2,509+75.1% | $3,517+24.9% | $3,054+43.8% |
| Admin fee / account holder | $121 | $416-71.0% | $4,510-97.3% | $504-76.0% |