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 12 · EIN 27-2037969 | Claims processing; Recordkeeping and ... | $23,368 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,956 | $62,672-76.1% | $185,117-91.9% | $70,131-78.7% |
| Participation rate | 94.9% | 63.8%+31.2pp | 77.3%+17.7pp | 69.5%+25.4pp |
| Annual return | 23.24% | 40.79%-17.6pp | 40.50%-17.3pp | 73.14%-49.9pp |
| Employer contribution / active EE | $817 | $1,753-53.4% | $4,182-80.5% | $2,342-65.1% |
| Participant deferral / active EE | $4,947 | $3,272+51.2% | $5,045-1.9% | $3,332+48.5% |
| Admin fee / account holder | $186 | $3,932-95.3% | $8,159-97.7% | $4,645-96.0% |