Filed May 20, 2026
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 | $4,151 |
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 | $61,485 | $80,177-23.3% | $123,892-50.4% | $57,658+6.6% |
| Participation rate | 99.4% | 74.4%+25.0pp | 81.4%+18.0pp | 70.2%+29.2pp |
| Annual return | 11.76% | 17.90%-6.1pp | 47.52%-35.8pp | 5.13%+6.6pp |
| Employer contribution / active EE | $4,112 | $2,913+41.2% | $4,617-10.9% | $1,974+108.3% |
| Participant deferral / active EE | $9,393 | $5,130+83.1% | $5,984+57.0% | $3,061+206.9% |
| Admin fee / account holder | $7 | $106-93.9% | $8,357-99.9% | $95-93.1% |