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.2 years Service code 15 · EIN 27-2037969 | Recordkeeping | $37,691 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,822 | $73,638+16.5% | $95,952-10.6% | $73,488+16.8% |
| Participation rate | 96.9% | 76.2%+20.8pp | 77.1%+19.9pp | 70.7%+26.3pp |
| Annual return | 21.35% | 16.78%+4.6pp | 91.61%-70.3pp | 28.51%-7.2pp |
| Employer contribution / active EE | $458 | $1,863-75.4% | $2,541-82.0% | $2,270-79.8% |
| Participant deferral / active EE | $2,130 | $3,617-41.1% | $4,167-48.9% | $3,740-43.0% |
| Admin fee / account holder | $265 | $482-44.9% | $6,795-96.1% | $513-48.3% |