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 15 · EIN 27-2037969 1350 TREAT BOULEVARD, SUITE 300 · WALNUT CREEK, CA 945977959 | Recordkeeping | $8,363 |
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 | $20,150 | $46,173-56.4% | $170,442-88.2% | $69,631-71.1% |
| Participation rate | 18.8% | 63.9%-45.1pp | 83.6%-64.8pp | 70.7%-51.9pp |
| Annual return | 17.21% | 21.62%-4.4pp | 205.93%-188.7pp | 27571.02%-27553.8pp |
| Employer contribution / active EE | $356 | $1,610-77.9% | $5,433-93.4% | $2,032-82.5% |
| Participant deferral / active EE | $614 | $2,080-70.5% | $4,939-87.6% | $3,224-80.9% |
| Admin fee / account holder | $99 | $116-14.8% | $13,880-99.3% | $110-10.6% |