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+ years Filed as: NEWPORT RETIREMENT SERVICES, INC. Service code 12 · EIN 62-1868111 | Recordkeeping and information managem... | $31,378 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $9,042 | $22,714-60.2% | $59,496-84.8% | $55,191-83.6% |
| Participation rate | 51.4% | 37.5%+13.9pp | 54.6%-3.2pp | 69.2%-17.8pp |
| Annual return | 1.18% | -44.01%+45.2pp | 182.05%-180.9pp | 10.78%-9.6pp |
| Employer contribution / active EE | $298 | $418-28.8% | $1,153-74.2% | $1,899-84.3% |
| Participant deferral / active EE | $523 | $843-37.9% | $1,829-71.4% | $3,046-82.8% |
| Admin fee / account holder | $22 | $83-73.4% | $2,232-99.0% | $91-75.6% |