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 6-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 13 · EIN 27-2037969 | Contract Administrator | $10,950 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,795 | $72,607-41.1% | $90,749-52.8% | $66,914-36.0% |
| Participation rate | 87.3% | 73.7%+13.6pp | 75.7%+11.6pp | 69.8%+17.5pp |
| Annual return | -12.13% | -12.28%+0.1pp | -12.16%0pp | 1.58%-13.7pp |
| Employer contribution / active EE | $2,936 | $2,369+23.9% | $2,921+0.5% | $2,544+15.4% |
| Participant deferral / active EE | $2,903 | $3,977-27.0% | $4,564-36.4% | $4,237-31.5% |
| Admin fee / account holder | $101 | $707-85.7% | $8,445-98.8% | $593-82.9% |