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.1 year Service code 15 · EIN 27-2037969 | Recordkeeping | $68,830 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $77,029 | $91,517-15.8% | $101,248-23.9% | $73,409+4.9% |
| Participation rate | 50.8% | 73.8%-23.0pp | 75.8%-25.0pp | 72.2%-21.4pp |
| Annual return | 12.45% | 17.17%-4.7pp | 46.47%-34.0pp | 59.29%-46.8pp |
| Employer contribution / active EE | $617 | $2,877-78.6% | $3,660-83.1% | $2,234-72.4% |
| Participant deferral / active EE | $1,933 | $3,338-42.1% | $4,370-55.8% | $3,805-49.2% |
| Admin fee / account holder | $201 | $216-6.8% | $5,945-96.6% | $158+27.5% |