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 12 · EIN 27-2037969 | Participant loan processing; Recordke... | $180,790 |
NEWPORT GROUP, INC.1 year Filed as: NEWPORT TRUST COMPANY Service code 12 · EIN 27-4411131 | Trustee (bank, trust company, or simi... | $18,644 |
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 | $17,985 | $34,495-47.9% | $78,689-77.1% | $63,975-71.9% |
| Participation rate | 87.1% | 60.8%+26.3pp | 73.6%+13.5pp | 71.1%+15.9pp |
| Annual return | 6.45% | 11.62%-5.2pp | 62.18%-55.7pp | 48.65%-42.2pp |
| Employer contribution / active EE | $311 | $1,398-77.7% | $2,851-89.1% | $2,182-85.7% |
| Participant deferral / active EE | $1,793 | $2,100-14.6% | $3,517-49.0% | $3,356-46.6% |
| Admin fee / account holder | $87 | $68+27.7% | $4,510-98.1% | $70+23.3% |