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.3 years Service code 15 · EIN 27-2037969 | Recordkeeping | $7,785 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,494 | $66,528-72.2% | $86,874-78.7% | $86,799-78.7% |
| Participation rate | 68.6% | 72.4%-3.7pp | 71.6%-3.0pp | 72.3%-3.6pp |
| Annual return | 6.60% | 19.56%-13.0pp | 63.52%-56.9pp | 97.91%-91.3pp |
| Employer contribution / active EE | $649 | $2,007-67.7% | $2,495-74.0% | $2,405-73.0% |
| Participant deferral / active EE | $1,722 | $3,240-46.8% | $3,699-53.4% | $4,131-58.3% |
| Admin fee / account holder | $14 | $148-90.3% | $5,828-99.8% | $170-91.5% |