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 | Claims processing; Direct payment fro... | $19,564 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $119,395 | $51,466+132.0% | $78,778+51.6% | $62,292+91.7% |
| Participation rate | 86.1% | 59.8%+26.3pp | 69.2%+16.9pp | 69.5%+16.6pp |
| Annual return | 11.59% | 19.96%-8.4pp | 35.62%-24.0pp | 28.90%-17.3pp |
| Employer contribution / active EE | $1,511 | $827+82.7% | $1,986-23.9% | $2,042-26.0% |
| Participant deferral / active EE | $4,020 | $2,147+87.2% | $2,958+35.9% | $3,169+26.9% |
| Admin fee / account holder | $20 | $489-95.8% | $5,134-99.6% | $479-95.8% |