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.10+ years Service code 15 · EIN 27-2037969 | Recordkeeping | $29,786 |
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 | $39,332 | $53,136-26.0% | $155,509-74.7% | $199,593-80.3% |
| Participation rate | 42.7% | 64.1%-21.4pp | 78.2%-35.5pp | 72.0%-29.3pp |
| Annual return | 13.84% | 41.15%-27.3pp | 64.67%-50.8pp | 34.25%-20.4pp |
| Employer contribution / active EE | $1,175 | $1,851-36.5% | $4,672-74.9% | $3,034-61.3% |
| Participant deferral / active EE | $1,779 | $3,161-43.7% | $5,626-68.4% | $5,087-65.0% |
| Admin fee / account holder | $49 | $185-73.8% | $15,912-99.7% | $269-82.0% |