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.2+ years Service code 15 · EIN 27-2037969 | Recordkeeping | $38,820 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $42,570 | $75,284-43.5% | $91,001-53.2% | $69,631-38.9% |
| Participation rate | 89.1% | 80.4%+8.7pp | 75.6%+13.5pp | 70.7%+18.4pp |
| Annual return | 17.60% | 48.40%-30.8pp | 4.60%+13.0pp | 27571.02%-27553.4pp |
| Employer contribution / active EE | $1,213 | $2,473-50.9% | $2,456-50.6% | $2,032-40.3% |
| Participant deferral / active EE | $2,699 | $3,700-27.1% | $3,547-23.9% | $3,224-16.3% |
| Admin fee / account holder | $97 | $111-12.7% | $5,417-98.2% | $110-12.6% |