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 | Recordkeeping and information managem... | $5,460 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,337 | $89,436-1.2% | $164,813-46.4% | $77,643+13.8% |
| Participation rate | 81.6% | 78.6%+3.0pp | 78.6%+3.0pp | 70.6%+11.0pp |
| Annual return | 15.11% | 28.83%-13.7pp | 69.93%-54.8pp | 31.24%-16.1pp |
| Employer contribution / active EE | $1,443 | $2,569-43.8% | $4,341-66.8% | $2,726-47.1% |
| Participant deferral / active EE | $3,801 | $4,897-22.4% | $6,031-37.0% | $4,647-18.2% |
| Admin fee / account holder | $10 | $339-97.1% | $12,690-99.9% | $430-97.8% |