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 | $6,800 |
NEWPORT GROUP, INC.2 years Filed as: NEWPORT GROUP,INC. Service code 60 | Sub-TA Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,361 | $73,638-39.8% | $95,952-53.8% | $73,488-39.6% |
| Participation rate | 64.8% | 76.2%-11.3pp | 77.1%-12.3pp | 70.7%-5.9pp |
| Annual return | 16.93% | 16.78%+0.1pp | 91.61%-74.7pp | 28.51%-11.6pp |
| Employer contribution / active EE | $0 | $1,863-100.0% | $2,541-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $2,238 | $3,617-38.1% | $4,167-46.3% | $3,740-40.1% |
| Admin fee / account holder | $49 | $482-89.9% | $6,795-99.3% | $513-90.5% |