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.1 year Service code 37 · EIN 27-2037969 | Loan Processing | $5,758 |
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 | $142,648 | $82,978+71.9% | $129,995+9.7% | $71,457+99.6% |
| Participation rate | 93.0% | 74.1%+18.9pp | 78.5%+14.5pp | 67.9%+25.1pp |
| Annual return | 17.60% | 20.60%-3.0pp | -137.18%+154.8pp | 28.85%-11.3pp |
| Employer contribution / active EE | $2,731 | $2,622+4.2% | $4,320-36.8% | $2,588+5.5% |
| Participant deferral / active EE | $6,870 | $4,432+55.0% | $5,820+18.0% | $4,289+60.2% |
| Admin fee / account holder | $39 | $1,729-97.8% | $10,614-99.6% | $1,587-97.6% |