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 | $2,913 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $19,490 | $44,221-55.9% | $121,196-83.9% | $56,287-65.4% |
| Participation rate | 25.6% | 61.1%-35.5pp | 71.7%-46.1pp | 69.9%-44.2pp |
| Annual return | -5.82% | -3.58%-2.2pp | 16.93%-22.8pp | -9.96%+4.1pp |
| Employer contribution / active EE | $376 | $1,480-74.6% | $4,022-90.6% | $2,111-82.2% |
| Participant deferral / active EE | $713 | $2,521-71.7% | $3,344-78.7% | $3,350-78.7% |
| Admin fee / account holder | $273 | $480-43.1% | $5,019-94.6% | $521-47.5% |