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 | $600 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $25,525 | $31,388-18.7% | $73,545-65.3% | $62,292-59.0% |
| Participation rate | 36.2% | 39.9%-3.6pp | 54.9%-18.7pp | 69.5%-33.3pp |
| Annual return | 19.40% | 25.34%-5.9pp | -15.16%+34.6pp | 28.90%-9.5pp |
| Employer contribution / active EE | $708 | $498+42.2% | $1,219-41.9% | $2,042-65.3% |
| Participant deferral / active EE | $919 | $1,028-10.6% | $1,806-49.1% | $3,169-71.0% |
| Admin fee / account holder | $9 | $299-96.9% | $2,320-99.6% | $479-98.1% |