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 | $33,567 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $12,391 | $25,165-50.8% | $73,545-83.2% | $77,958-84.1% |
| Participation rate | 44.0% | 36.6%+7.3pp | 54.9%-11.0pp | 71.6%-27.7pp |
| Annual return | 18.15% | 18.12%0pp | -15.16%+33.3pp | 20.87%-2.7pp |
| Employer contribution / active EE | $265 | $395-32.9% | $1,219-78.2% | $2,310-88.5% |
| Participant deferral / active EE | $837 | $898-6.7% | $1,806-53.6% | $3,537-76.3% |
| Admin fee / account holder | $66 | $76-12.8% | $2,320-97.2% | $97-32.1% |