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 | $8,065 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $161,140 | $91,517+76.1% | $101,248+59.2% | $73,409+119.5% |
| Participation rate | 96.5% | 73.8%+22.7pp | 75.8%+20.7pp | 72.2%+24.3pp |
| Annual return | 18.59% | 17.17%+1.4pp | 46.47%-27.9pp | 59.29%-40.7pp |
| Employer contribution / active EE | $2,085 | $2,877-27.5% | $3,660-43.0% | $2,234-6.6% |
| Participant deferral / active EE | $7,831 | $3,338+134.6% | $4,370+79.2% | $3,805+105.8% |
| Admin fee / account holder | $22 | $216-89.9% | $5,945-99.6% | $158-86.2% |