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 | Plan Administrator; Direct payment fr... | $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 | $122,693-5.6% | $184,203-37.1% | $199,593-41.9% |
| Participation rate | 88.2% | 86.8%+1.4pp | 86.8%+1.4pp | 72.0%+16.3pp |
| Annual return | 16.90% | 143.91%-127.0pp | 28.81%-11.9pp | 34.25%-17.3pp |
| Employer contribution / active EE | $3,689 | $4,584-19.5% | $6,427-42.6% | $3,034+21.6% |
| Participant deferral / active EE | $11,684 | $7,990+46.2% | $9,131+28.0% | $5,087+129.7% |
| Admin fee / account holder | $19 | $121-84.6% | $13,901-99.9% | $269-93.1% |