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 19 · EIN 27-2037969 | Securities Custodian | $21,497 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $32,912 | $51,244-35.8% | $80,975-59.4% | $55,167-40.3% |
| Participation rate | 65.7% | 71.7%-6.0pp | 75.8%-10.1pp | 69.0%-3.3pp |
| Annual return | 6.95% | 17.39%-10.4pp | 17.10%-10.2pp | 169.23%-162.3pp |
| Employer contribution / active EE | $889 | $1,770-49.8% | $3,714-76.1% | $1,963-54.7% |
| Participant deferral / active EE | $1,954 | $4,418-55.8% | $5,696-65.7% | $3,054-36.0% |
| Admin fee / account holder | $155 | $398-61.2% | $5,516-97.2% | $504-69.3% |