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.2 years Service code 15 · EIN 27-2037969 | Recordkeeping | $54,881 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $116,973 | $66,813+75.1% | $100,516+16.4% | $73,488+59.2% |
| Participation rate | 81.0% | 77.5%+3.5pp | 79.4%+1.6pp | 70.7%+10.3pp |
| Annual return | 22.18% | 25.70%-3.5pp | 30.89%-8.7pp | 28.51%-6.3pp |
| Employer contribution / active EE | $0 | $2,147-100.0% | $3,418-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $4,669 | $5,883-20.6% | $6,270-25.5% | $3,740+24.8% |
| Admin fee / account holder | $518 | $512+1.1% | $8,081-93.6% | $513+0.9% |