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.3 years Service code 15 · EIN 27-2037969 | Recordkeeping | $1,052 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,647 | $71,883+69.2% | $86,677+40.3% | $68,494+77.6% |
| Participation rate | 98.6% | 72.2%+26.3pp | 76.6%+22.0pp | 67.9%+30.7pp |
| Annual return | -11.89% | 3.52%-15.4pp | 35.91%-47.8pp | -7.84%-4.1pp |
| Employer contribution / active EE | $8,898 | $2,173+309.5% | $2,836+213.7% | $2,596+242.7% |
| Participant deferral / active EE | $1,835 | $3,779-51.4% | $4,656-60.6% | $4,027-54.4% |
| Admin fee / account holder | $10 | $6,112-99.8% | $7,493-99.9% | $5,403-99.8% |