See peer percentile detail. $4.99 for your first month.
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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 | $15,130 |
Filed as: CBIZ FINANCIAL SOLUTIONS, INC. Service code 27 P.O. BOX 643792 · CINCINNATI, OH 45264 | Advisory (Plan) | $11,885 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $44,115 | $55,453-20.4% | $170,442-74.1% | $62,292-29.2% |
| Participation rate | 69.9% | 66.4%+3.5pp | 83.6%-13.7pp | 69.5%+0.4pp |
| Annual return | 16.74% | 21.38%-4.6pp | 205.93%-189.2pp | 28.90%-12.2pp |
| Employer contribution / active EE | $1,146 | $2,164-47.0% | $5,433-78.9% | $2,042-43.9% |
| Participant deferral / active EE | $3,510 | $2,303+52.4% | $4,939-28.9% | $3,169+10.8% |
| Admin fee / account holder | $223 | $455-50.9% | $13,880-98.4% | $479-53.4% |