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.9 years Service code 12 · EIN 27-2037969 | Claims processing; Participant loan p... | $23,300 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,867 | $122,854-5.7% | $184,200-37.1% | $199,768-42.0% |
| Participation rate | 88.2% | 87.0%+1.2pp | 86.8%+1.4pp | 72.0%+16.2pp |
| Annual return | 16.90% | 143.99%-127.1pp | 28.80%-11.9pp | 34.26%-17.4pp |
| Employer contribution / active EE | $3,689 | $4,588-19.6% | $6,424-42.6% | $3,037+21.5% |
| Participant deferral / active EE | $11,684 | $7,995+46.1% | $9,132+27.9% | $5,090+129.6% |
| Admin fee / account holder | $19 | $120-84.6% | $13,907-99.9% | $269-93.1% |