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 | $28,290 |
Filed as: CONCURRENT ADVISORS Service code 27 560 N. RTE 73 · WEST BERLIN, NJ 08091 | Advisory (Plan) | $22,106 |
Annual investment return 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 | $30,068 | $49,915-39.8% | $154,803-80.6% | $74,304-59.5% |
| Participation rate | 79.7% | 54.0%+25.8pp | 78.1%+1.6pp | 60.3%+19.4pp |
| Annual return | 10.99% | 34.06%-23.1pp | 58.88%-47.9pp | 29.43%-18.4pp |
| Employer contribution / active EE | $1,115 | $1,611-30.8% | $4,305-74.1% | $2,241-50.2% |
| Participant deferral / active EE | $1,705 | $2,255-24.4% | $5,540-69.2% | $3,767-54.7% |
| Admin fee / account holder | $186 | $2,189-91.5% | $14,329-98.7% | $2,969-93.7% |