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 | $27,983 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,130 | $61,156-80.2% | $185,823-93.5% | $79,386-84.7% |
| Participation rate | 49.7% | 66.6%-16.9pp | 81.7%-32.0pp | 70.7%-21.0pp |
| Annual return | 12.66% | 19.45%-6.8pp | 122.05%-109.4pp | 116.85%-104.2pp |
| Employer contribution / active EE | $170 | $2,321-92.7% | $5,167-96.7% | $2,427-93.0% |
| Participant deferral / active EE | $935 | $2,789-66.5% | $5,568-83.2% | $4,046-76.9% |
| Admin fee / account holder | $119 | $710-83.3% | $16,237-99.3% | $626-81.1% |