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.9 years Service code 15 · EIN 27-2037969 | Recordkeeping | $8,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,887 | $34,934-37.3% | $56,411-61.2% | $74,495-70.6% |
| Participation rate | 65.6% | 32.8%+32.8pp | 52.5%+13.1pp | 67.2%-1.6pp |
| Annual return | 12.39% | 25.94%-13.5pp | 1701.33%-1688.9pp | 1364.94%-1352.6pp |
| Employer contribution / active EE | $541 | $609-11.2% | $1,039-47.9% | $2,623-79.4% |
| Participant deferral / active EE | $2,906 | $1,170+148.3% | $1,952+48.9% | $4,346-33.1% |
| Admin fee / account holder | $110 | $2,364-95.3% | $2,829-96.1% | $1,942-94.3% |