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.9 years Service code 15 · EIN 27-2037969 | Recordkeeping | $5,087 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,263 | $52,406+30.3% | $129,207-47.2% | $74,495-8.4% |
| Participation rate | 75.4% | 53.8%+21.6pp | 69.6%+5.8pp | 67.2%+8.2pp |
| Annual return | 11.58% | 15.66%-4.1pp | 9417.33%-9405.7pp | 1364.94%-1353.4pp |
| Employer contribution / active EE | $2,225 | $1,531+45.4% | $4,153-46.4% | $2,623-15.2% |
| Participant deferral / active EE | $4,303 | $2,794+54.0% | $4,168+3.2% | $4,346-1.0% |
| Admin fee / account holder | $37 | $2,633-98.6% | $7,715-99.5% | $1,942-98.1% |