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.1 year Service code 15 · EIN 27-2037969 | Recordkeeping | $2,085 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,037 | $70,106-80.0% | $80,975-82.7% | $63,975-78.1% |
| Participation rate | 39.3% | 79.4%-40.1pp | 75.8%-36.5pp | 71.1%-31.8pp |
| Annual return | 23.20% | 13.93%+9.3pp | 17.10%+6.1pp | 48.65%-25.4pp |
| Employer contribution / active EE | $0 | $2,042-100.0% | $3,714-100.0% | $2,182-100.0% |
| Participant deferral / active EE | $2,449 | $5,245-53.3% | $5,696-57.0% | $3,356-27.0% |
| Admin fee / account holder | $4 | $57-92.4% | $5,516-99.9% | $70-93.8% |