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 |
|---|---|---|
Service code 10 · EIN 74-2900215 | Accounting | $18,500 |
NEWPORT GROUP, INC.2 years Filed as: NEWPORT GROUP Service code 13 · EIN 27-2037969 | Contract Administrator | $14,919 |
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).
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 | $17,439 | $80,753-78.4% | $136,294-87.2% | $62,292-72.0% |
| Participation rate | 89.4% | 73.5%+15.8pp | 81.9%+7.5pp | 69.5%+19.9pp |
| Annual return | 27.82% | 35.83%-8.0pp | 5155.94%-5128.1pp | 28.90%-1.1pp |
| Employer contribution / active EE | $1,209 | $2,884-58.1% | $4,695-74.3% | $2,042-40.8% |
| Participant deferral / active EE | $8,229 | $5,164+59.3% | $6,247+31.7% | $3,169+159.7% |
| Admin fee / account holder | $126 | $525-75.9% | $9,243-98.6% | $479-73.6% |