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 12 · EIN 27-2037969 | Participant loan processing; Direct p... | $21,143 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $115,308 | $42,546+171.0% | $71,796+60.6% | $55,167+109.0% |
| Participation rate | 84.2% | 59.1%+25.0pp | 69.1%+15.0pp | 69.0%+15.2pp |
| Annual return | 6.85% | 12.36%-5.5pp | 78.04%-71.2pp | 169.23%-162.4pp |
| Employer contribution / active EE | $1,378 | $803+71.6% | $1,924-28.4% | $1,963-29.8% |
| Participant deferral / active EE | $3,702 | $2,064+79.3% | $2,794+32.5% | $3,054+21.2% |
| Admin fee / account holder | $30 | $650-95.4% | $4,815-99.4% | $504-94.1% |