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.5 years Service code 13 · EIN 27-2037969 | Contract Administrator | $44,470 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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).
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 | $36,184 | $176,491-79.5% | $95,952-62.3% | $90,288-59.9% |
| Participation rate | 55.6% | 86.6%-31.0pp | 77.1%-21.5pp | 73.4%-17.8pp |
| Annual return | 16.08% | 20.14%-4.1pp | 91.61%-75.5pp | 53.97%-37.9pp |
| Employer contribution / active EE | $1,136 | $2,789-59.3% | $2,541-55.3% | $2,524-55.0% |
| Participant deferral / active EE | $1,926 | $5,340-63.9% | $4,167-53.8% | $4,232-54.5% |
| Admin fee / account holder | $48 | $154-68.6% | $6,795-99.3% | $114-57.6% |