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.3 years Service code 15 · EIN 27-2037969 | Recordkeeping | $16,656 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $46,671 | $35,485+31.5% | $74,550-37.4% | $55,725-16.2% |
| Participation rate | 50.0% | 62.5%-12.5pp | 69.1%-19.1pp | 70.9%-20.9pp |
| Annual return | -7.49% | 0.72%-8.2pp | 32.53%-40.0pp | 244.93%-252.4pp |
| Employer contribution / active EE | $846 | $777+8.8% | $1,961-56.9% | $2,078-59.3% |
| Participant deferral / active EE | $1,610 | $2,181-26.2% | $3,108-48.2% | $3,356-52.0% |
| Admin fee / account holder | $92 | $114-20.0% | $5,060-98.2% | $115-20.5% |