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.4 years Service code 15 · EIN 27-2037969 | Recordkeeping | $2,292 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $129,965 | $76,050+70.9% | $96,544+34.6% | $71,457+81.9% |
| Participation rate | 42.4% | 74.4%-32.0pp | 76.0%-33.5pp | 67.9%-25.5pp |
| Annual return | 9.28% | 22.81%-13.5pp | 25.84%-16.6pp | 28.85%-19.6pp |
| Employer contribution / active EE | $3,515 | $2,244+56.6% | $2,965+18.6% | $2,588+35.9% |
| Participant deferral / active EE | $697 | $4,215-83.5% | $4,851-85.6% | $4,289-83.8% |
| Admin fee / account holder | $24 | $2,707-99.1% | $8,252-99.7% | $1,587-98.5% |