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 | $216,812 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $88,539 | $79,519+11.3% | $95,952-7.7% | $73,409+20.6% |
| Participation rate | 68.2% | 81.2%-13.0pp | 77.1%-8.9pp | 72.2%-4.0pp |
| Annual return | 12.18% | 19.20%-7.0pp | 91.61%-79.4pp | 59.29%-47.1pp |
| Employer contribution / active EE | $2,053 | $2,048+0.2% | $2,541-19.2% | $2,234-8.1% |
| Participant deferral / active EE | $4,577 | $4,138+10.6% | $4,167+9.8% | $3,805+20.3% |
| Admin fee / account holder | $178 | $184-3.7% | $6,795-97.4% | $158+12.5% |