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 | $12,884 |
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).
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 | $19,150 | $46,722-59.0% | $130,648-85.3% | $65,185-70.6% |
| Participation rate | 32.2% | 60.9%-28.7pp | 71.7%-39.5pp | 70.2%-38.0pp |
| Annual return | 22.16% | 24.17%-2.0pp | 1708.96%-1686.8pp | 29.38%-7.2pp |
| Employer contribution / active EE | $503 | $1,488-66.2% | $4,092-87.7% | $2,177-76.9% |
| Participant deferral / active EE | $873 | $2,545-65.7% | $3,603-75.8% | $3,514-75.2% |
| Admin fee / account holder | $194 | $453-57.2% | $5,464-96.5% | $847-77.1% |