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 | $34,819 |
Service code 27 · EIN 71-0294708 | Advisory (Plan) | $23,098 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $25,600 | $62,267-58.9% | $110,238-76.8% | $55,725-54.1% |
| Participation rate | 91.5% | 78.1%+13.4pp | 79.8%+11.7pp | 70.9%+20.7pp |
| Annual return | -4.69% | -1.07%-3.6pp | 314.74%-319.4pp | 244.93%-249.6pp |
| Employer contribution / active EE | $840 | $1,941-56.7% | $3,826-78.0% | $2,078-59.6% |
| Participant deferral / active EE | $3,441 | $3,516-2.1% | $4,672-26.4% | $3,356+2.5% |
| Admin fee / account holder | $178 | $121+47.4% | $8,547-97.9% | $115+54.8% |