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.4 years Service code 15 · EIN 27-2037969 | Recordkeeping | $14,637 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,365 | $73,867-64.3% | $143,757-81.7% | $68,494-61.5% |
| Participation rate | 98.2% | 66.7%+31.6pp | 80.3%+17.9pp | 67.9%+30.3pp |
| Annual return | -18.63% | 1.01%-19.6pp | -0.04%-18.6pp | -7.84%-10.8pp |
| Employer contribution / active EE | $2,157 | $3,184-32.3% | $4,951-56.4% | $2,596-16.9% |
| Participant deferral / active EE | $2,252 | $3,384-33.4% | $5,637-60.0% | $4,027-44.1% |
| Admin fee / account holder | $184 | $5,755-96.8% | $14,673-98.7% | $5,403-96.6% |