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.2 years Service code 15 · EIN 27-2037969 | Recordkeeping | $29,755 |
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 | $59,546 | $99,957-40.4% | $149,696-60.2% | $73,488-19.0% |
| Participation rate | 51.6% | 75.7%-24.1pp | 82.5%-30.8pp | 70.7%-19.0pp |
| Annual return | 11.50% | 53.87%-42.4pp | 276.60%-265.1pp | 28.51%-17.0pp |
| Employer contribution / active EE | $0 | $3,191-100.0% | $4,644-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $3,013 | $6,073-50.4% | $6,842-56.0% | $3,740-19.4% |
| Admin fee / account holder | $176 | $551-68.0% | $9,309-98.1% | $513-65.7% |