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 12 · EIN 27-2037969 | Participant loan processing; Claims p... | $51,352 |
Filed as: MERRILL LYNCH Service code 26 555 CALIFORNIA STREET · SAN FRANCISCO, CA 94104 | Advisory (Participants) | $25,000 |
NEWPORT GROUP, INC.3 years Filed as: NEWPORT TRUST COMPANY Service code 21 · EIN 27-4411131 | Bank Trustee | $22,479 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $147,716 | $58,290+153.4% | $98,442+50.1% | $86,799+70.2% |
| Participation rate | 84.4% | 68.3%+16.0pp | 73.3%+11.0pp | 72.3%+12.1pp |
| Annual return | 17.09% | 43.48%-26.4pp | 1492.73%-1475.6pp | 97.91%-80.8pp |
| Employer contribution / active EE | $4,421 | $2,008+120.2% | $2,960+49.4% | $2,405+83.8% |
| Participant deferral / active EE | $8,667 | $3,152+174.9% | $4,276+102.7% | $4,131+109.8% |
| Admin fee / account holder | $177 | $138+28.8% | $5,949-97.0% | $170+4.6% |