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 | $14,019 |
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 | $152,189 | $56,629+168.7% | $77,999+95.1% | $55,167+175.9% |
| Participation rate | 71.8% | 73.3%-1.5pp | 75.5%-3.8pp | 69.0%+2.8pp |
| Annual return | 8.61% | 2866.98%-2858.4pp | 425.96%-417.4pp | 169.23%-160.6pp |
| Employer contribution / active EE | $0 | $1,723-100.0% | $2,470-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $2,492 | $2,777-10.3% | $3,497-28.7% | $3,054-18.4% |
| Admin fee / account holder | $123 | $467-73.6% | $5,480-97.8% | $504-75.6% |