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.9 years Service code 12 · EIN 27-2037969 | Recordkeeping and information managem... | $56,423 |
NEWPORT GROUP, INC.7 years Filed as: NEWPORT TRUST COMPANY Service code 20 · EIN 27-4411131 | Trustee (individual); Trustee (bank, ... | $13,419 |
MCMAHON & ASSOCIATES, CPA PC3 years Service code 10 · EIN 35-1438231 | Accounting | $9,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,955 | $81,357-43.5% | $75,972-39.5% | $199,593-77.0% |
| Participation rate | 23.2% | 69.9%-46.8pp | 69.1%-45.9pp | 72.0%-48.8pp |
| Annual return | 12.83% | 16.32%-3.5pp | 359.55%-346.7pp | 34.25%-21.4pp |
| Employer contribution / active EE | $567 | $3,341-83.0% | $2,685-78.9% | $3,034-81.3% |
| Participant deferral / active EE | $1,489 | $4,710-68.4% | $4,255-65.0% | $5,087-70.7% |
| Admin fee / account holder | $157 | $144+8.7% | $6,467-97.6% | $269-41.6% |