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.8 years Service code 15 · EIN 27-2037969 | Recordkeeping | $11,503 |
Filed as: MERRILL LYNCH Service code 26 200 CONCORD PLAZA · SAN ANTONIO, TX 78216 | Advisory (Participants) | $10,951 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,602 | $47,126-56.3% | $149,673-86.2% | $74,419-72.3% |
| Participation rate | 21.2% | 63.4%-42.2pp | 78.8%-57.5pp | 70.7%-49.5pp |
| Annual return | 17.14% | 22.75%-5.6pp | 134.42%-117.3pp | 34.38%-17.2pp |
| Employer contribution / active EE | $6 | $1,905-99.7% | $4,818-99.9% | $2,637-99.8% |
| Participant deferral / active EE | $1,225 | $2,728-55.1% | $5,680-78.4% | $4,528-72.9% |
| Admin fee / account holder | $107 | $343-68.8% | $13,210-99.2% | $348-69.3% |