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 12 · EIN 27-2037969 | Recordkeeping fees; Participant loan ... | $32,980 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $15,426 | $55,453-72.2% | $170,442-90.9% | $62,292-75.2% |
| Participation rate | 80.2% | 66.4%+13.8pp | 83.6%-3.4pp | 69.5%+10.7pp |
| Annual return | 18.31% | 21.38%-3.1pp | 205.93%-187.6pp | 28.90%-10.6pp |
| Employer contribution / active EE | $544 | $2,164-74.9% | $5,433-90.0% | $2,042-73.4% |
| Participant deferral / active EE | $1,046 | $2,303-54.6% | $4,939-78.8% | $3,169-67.0% |
| Admin fee / account holder | $170 | $455-62.7% | $13,880-98.8% | $479-64.6% |