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.1+ years Service code 15 · EIN 27-2037969 | Recordkeeping | $1,416 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $20,129 | $42,546-52.7% | $71,796-72.0% | $55,167-63.5% |
| Participation rate | 29.3% | 59.1%-29.8pp | 69.1%-39.8pp | 69.0%-39.7pp |
| Annual return | 8.83% | 12.36%-3.5pp | 78.04%-69.2pp | 169.23%-160.4pp |
| Employer contribution / active EE | $549 | $803-31.6% | $1,924-71.5% | $1,963-72.0% |
| Participant deferral / active EE | $697 | $2,064-66.2% | $2,794-75.1% | $3,054-77.2% |
| Admin fee / account holder | $24 | $650-96.4% | $4,815-99.5% | $504-95.3% |