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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.3 years Service code 13 · EIN 27-2037969 | Contract Administrator | $11,312 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $35,597 | $62,624-43.2% | $177,989-80.0% | $77,643-54.2% |
| Participation rate | 81.6% | 66.8%+14.7pp | 77.1%+4.5pp | 70.6%+11.0pp |
| Annual return | 15.22% | 16.16%-0.9pp | 294.48%-279.3pp | 31.24%-16.0pp |
| Employer contribution / active EE | $2 | $1,909-99.9% | $3,949-100.0% | $2,726-99.9% |
| Participant deferral / active EE | $5,493 | $4,219+30.2% | $6,276-12.5% | $4,647+18.2% |
| Admin fee / account holder | $24 | $386-93.9% | $10,363-99.8% | $430-94.5% |