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 |
|---|---|---|
Service code 27 · EIN 35-1753575 | Advisory (Plan) | $4,965 |
NEWPORT GROUP, INC.1 year Filed as: NEWPORT GROUP, INC Service code 12 · EIN 27-2037969 | Claims processing; Recordkeeping fees... | $3,563 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $29,721 | $31,679-6.2% | $74,701-60.2% | $65,185-54.4% |
| Participation rate | 16.2% | 40.4%-24.1pp | 54.5%-38.2pp | 70.2%-54.0pp |
| Annual return | 17.95% | 39.04%-21.1pp | 752.92%-735.0pp | 29.38%-11.4pp |
| Employer contribution / active EE | $366 | $566-35.3% | $1,084-66.2% | $2,177-83.2% |
| Participant deferral / active EE | $595 | $1,191-50.1% | $1,964-69.7% | $3,514-83.1% |
| Admin fee / account holder | $152 | $379-59.8% | $3,333-95.4% | $847-82.0% |