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.9+ years Service code 15 · EIN 27-2037969 | Recordkeeping | $53,865 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,281 | $50,127-37.6% | $149,673-79.1% | $80,160-61.0% |
| Participation rate | 41.8% | 64.3%-22.5pp | 78.8%-37.0pp | 72.9%-31.1pp |
| Annual return | 18.93% | 29.82%-10.9pp | 134.42%-115.5pp | 40.38%-21.5pp |
| Employer contribution / active EE | $1,091 | $1,865-41.5% | $4,818-77.4% | $2,978-63.4% |
| Participant deferral / active EE | $1,672 | $3,194-47.6% | $5,680-70.6% | $5,017-66.7% |
| Admin fee / account holder | $86 | $153-43.3% | $13,210-99.3% | $145-40.3% |