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.4 years Service code 12 · EIN 27-2037969 | Direct payment from the plan; Sub-tra... | $11,428 |
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 | $11,803 | $25,302-53.4% | $74,701-84.2% | $67,579-82.5% |
| Participation rate | 24.1% | 37.8%-13.7pp | 54.5%-30.3pp | 71.3%-47.1pp |
| Annual return | 24.31% | 10291.17%-10266.9pp | 752.92%-728.6pp | 378.56%-354.2pp |
| Employer contribution / active EE | $117 | $446-73.9% | $1,084-89.2% | $2,148-94.6% |
| Participant deferral / active EE | $709 | $954-25.6% | $1,964-63.9% | $3,539-80.0% |
| Admin fee / account holder | $5 | $108-95.3% | $3,333-99.8% | $142-96.4% |