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 | $78,324 |
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 | $76,965 | $52,293+47.2% | $178,490-56.9% | $73,409+4.8% |
| Participation rate | 70.2% | 65.3%+4.9pp | 81.9%-11.7pp | 72.2%-1.9pp |
| Annual return | 17.48% | 34.75%-17.3pp | 151.07%-133.6pp | 59.29%-41.8pp |
| Employer contribution / active EE | $2,844 | $1,735+63.9% | $5,011-43.2% | $2,234+27.3% |
| Participant deferral / active EE | $6,395 | $2,332+174.2% | $5,202+22.9% | $3,805+68.1% |
| Admin fee / account holder | $142 | $127+11.8% | $13,984-99.0% | $158-9.8% |