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 5-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.2 years Service code 13 · EIN 27-2037969 | Contract Administrator | $17,347 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 150 JOHN F. KENNEDY PARKWAY · SHORT HILLS, NJ 07078 | Advisory (Plan) | $8,285 |
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).
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 | $8,333 | $26,549-68.6% | $61,373-86.4% | $66,914-87.5% |
| Participation rate | 77.3% | 38.1%+39.2pp | 52.6%+24.7pp | 69.8%+7.5pp |
| Annual return | -20.18% | -16.21%-4.0pp | 338.61%-358.8pp | 1.58%-21.8pp |
| Employer contribution / active EE | $804 | $651+23.4% | $1,159-30.7% | $2,544-68.4% |
| Participant deferral / active EE | $2,141 | $1,338+60.0% | $2,125+0.7% | $4,237-49.5% |
| Admin fee / account holder | $125 | $409-69.3% | $2,130-94.1% | $593-78.9% |