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 Filed as: NEWPORT TRUST COMPANY Service code 15 45 SOUTH 7TH STREET, SUITE 2208 · MINNEAPOLIS, MN 55402 | Recordkeeping | $9,073 |
Service code 15 · EIN 71-0294708 | Recordkeeping | $5,211 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $11,401 | $50,637-77.5% | $86,590-86.8% | $62,292-81.7% |
| Participation rate | 74.8% | 67.9%+6.9pp | 73.5%+1.2pp | 69.5%+5.3pp |
| Annual return | 22.70% | 20.80%+1.9pp | 964.84%-942.1pp | 28.90%-6.2pp |
| Employer contribution / active EE | $1,290 | $2,075-37.8% | $2,839-54.6% | $2,042-36.8% |
| Participant deferral / active EE | $1,567 | $2,611-40.0% | $3,609-56.6% | $3,169-50.5% |
| Admin fee / account holder | $63 | $413-84.8% | $4,906-98.7% | $479-86.9% |