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.5 years Service code 15 · EIN 27-2037969 | Recordkeeping | $10,755 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $3,930 | $38,075-89.7% | $93,406-95.8% | $73,488-94.7% |
| Participation rate | 66.5% | 56.7%+9.8pp | 66.8%-0.3pp | 70.7%-4.2pp |
| Annual return | 12.09% | 17.59%-5.5pp | 78.05%-66.0pp | 28.51%-16.4pp |
| Employer contribution / active EE | $348 | $1,117-68.9% | $2,075-83.2% | $2,270-84.7% |
| Participant deferral / active EE | $731 | $2,012-63.7% | $3,126-76.6% | $3,740-80.5% |
| Admin fee / account holder | $57 | $351-83.8% | $5,230-98.9% | $513-88.9% |