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.7+ years Service code 13 · EIN 27-2037969 | Contract Administrator | $27,674 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $18,577 | $56,485-67.1% | $185,823-90.0% | $86,799-78.6% |
| Participation rate | 74.9% | 65.5%+9.5pp | 81.7%-6.8pp | 72.3%+2.7pp |
| Annual return | 16.56% | 118.04%-101.5pp | 122.05%-105.5pp | 97.91%-81.3pp |
| Employer contribution / active EE | $3,489 | $1,843+89.3% | $5,167-32.5% | $2,405+45.0% |
| Participant deferral / active EE | $5,813 | $2,553+127.7% | $5,568+4.4% | $4,131+40.7% |
| Admin fee / account holder | $41 | $150-72.5% | $16,237-99.7% | $170-75.7% |