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.4 years Service code 15 · EIN 27-2037969 | Recordkeeping | $11,484 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $157,297 | $106,236+48.1% | $112,228+40.2% | $64,808+142.7% |
| Participation rate | 98.4% | 71.7%+26.8pp | 75.1%+23.4pp | 71.5%+27.0pp |
| Annual return | -16.46% | -6.02%-10.4pp | 27.45%-43.9pp | 32.82%-49.3pp |
| Employer contribution / active EE | $2,371 | $3,166-25.1% | $3,635-34.8% | $2,506-5.4% |
| Participant deferral / active EE | $8,893 | $3,785+135.0% | $4,728+88.1% | $4,310+106.3% |
| Admin fee / account holder | $33 | $452-92.7% | $6,410-99.5% | $188-82.4% |