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 | $24,577 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,875 | $58,347-57.4% | $85,682-71.0% | $86,799-71.3% |
| Participation rate | 26.0% | 64.9%-39.0pp | 69.9%-43.9pp | 72.3%-46.3pp |
| Annual return | 15.95% | 18.43%-2.5pp | 21.49%-5.5pp | 97.91%-82.0pp |
| Employer contribution / active EE | $371 | $1,751-78.8% | $2,618-85.8% | $2,405-84.6% |
| Participant deferral / active EE | $847 | $3,065-72.4% | $3,923-78.4% | $4,131-79.5% |
| Admin fee / account holder | $108 | $147-26.6% | $6,873-98.4% | $170-36.1% |