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.4 years Service code 15 · EIN 27-2037969 | Recordkeeping | $15,751 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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 | $51,764 | $69,159-25.2% | $125,175-58.6% | $67,579-23.4% |
| Participation rate | 51.7% | 78.2%-26.5pp | 79.8%-28.1pp | 71.3%-19.6pp |
| Annual return | 21.24% | 27.12%-5.9pp | 43.79%-22.5pp | 378.56%-357.3pp |
| Employer contribution / active EE | $939 | $2,023-53.6% | $3,865-75.7% | $2,148-56.3% |
| Participant deferral / active EE | $1,654 | $3,700-55.3% | $4,937-66.5% | $3,539-53.3% |
| Admin fee / account holder | $83 | $142-41.5% | $9,702-99.1% | $142-41.7% |