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.6 years Service code 12 · EIN 27-2037969 | Recordkeeping and information managem... | $51,503 |
NEWPORT GROUP, INC.6 years Filed as: NEWPORT TRUST COMPANY Service code 21 · EIN 27-4411131 | Bank Trustee | $26,458 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $149,056 | $65,908+126.2% | $81,812+82.2% | $77,643+92.0% |
| Participation rate | 94.3% | 65.8%+28.5pp | 72.3%+21.9pp | 70.6%+23.7pp |
| Annual return | 14.80% | 26.64%-11.8pp | 773.79%-759.0pp | 31.24%-16.4pp |
| Employer contribution / active EE | $6,879 | $2,370+190.2% | $2,912+136.2% | $2,726+152.4% |
| Participant deferral / active EE | $11,551 | $3,505+229.5% | $4,319+167.5% | $4,647+148.6% |
| Admin fee / account holder | $122 | $526-76.9% | $7,386-98.4% | $430-71.7% |