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 year Service code 13 · EIN 27-2037969 | Contract Administrator | $15,966 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $60,680 | $47,977+26.5% | $154,107-60.6% | $56,287+7.8% |
| Participation rate | 56.3% | 66.2%-9.9pp | 83.0%-26.7pp | 69.9%-13.5pp |
| Annual return | -5.22% | 3.54%-8.8pp | 735.12%-740.3pp | -9.96%+4.7pp |
| Employer contribution / active EE | $1,676 | $2,169-22.7% | $5,298-68.4% | $2,111-20.6% |
| Participant deferral / active EE | $3,743 | $2,392+56.5% | $5,081-26.3% | $3,350+11.7% |
| Admin fee / account holder | $161 | $438-63.2% | $13,411-98.8% | $521-69.0% |