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.3+ years Service code 12 · EIN 27-2037969 | Sub-transfer agency fees; Direct paym... | $7,228 |
Service code 27 · EIN 35-1753575 | Advisory (Plan) | $5,098 |
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).
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 | $28,245 | $23,224+21.6% | $71,086-60.3% | $55,725-49.3% |
| Participation rate | 10.0% | 37.9%-27.9pp | 54.7%-44.7pp | 70.9%-60.9pp |
| Annual return | -5.90% | -2.87%-3.0pp | 650.59%-656.5pp | 244.93%-250.8pp |
| Employer contribution / active EE | $245 | $436-43.9% | $1,088-77.5% | $2,078-88.2% |
| Participant deferral / active EE | $447 | $929-51.9% | $1,874-76.1% | $3,356-86.7% |
| Admin fee / account holder | $112 | $118-5.2% | $3,082-96.4% | $115-2.9% |