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 9-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.8 years Service code 12 · EIN 27-2037969 | Recordkeeping and information managem... | $41,001 |
NEWPORT GROUP, INC.3 years Filed as: NEWPORT TRUST COMPANY Service code 20 · EIN 27-4411131 | Trustee (bank, trust company, or simi... | $19,131 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $157,213 | $80,724+94.8% | $103,333+52.1% | $74,495+111.0% |
| Participation rate | 96.4% | 65.7%+30.7pp | 74.5%+21.9pp | 67.2%+29.2pp |
| Annual return | 11.90% | 27.56%-15.7pp | 24.88%-13.0pp | 1364.94%-1353.0pp |
| Employer contribution / active EE | $125 | $3,157-96.0% | $3,868-96.8% | $2,623-95.2% |
| Participant deferral / active EE | $13,024 | $3,860+237.4% | $5,057+157.5% | $4,346+199.7% |
| Admin fee / account holder | $245 | $2,368-89.6% | $8,355-97.1% | $1,942-87.4% |