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 year Service code 15 · EIN 27-2037969 | Recordkeeping | $53,745 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $182,493 | $70,908+157.4% | $98,907+84.5% | $73,488+148.3% |
| Participation rate | 96.7% | 73.8%+23.0pp | 76.0%+20.7pp | 70.7%+26.1pp |
| Annual return | 13.68% | 34.17%-20.5pp | 196.43%-182.8pp | 28.51%-14.8pp |
| Employer contribution / active EE | $1,391 | $2,036-31.7% | $2,689-48.3% | $2,270-38.7% |
| Participant deferral / active EE | $7,589 | $3,500+116.9% | $4,244+78.8% | $3,740+103.0% |
| Admin fee / account holder | $188 | $535-64.9% | $6,642-97.2% | $513-63.4% |