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 | Recordkeeping fees; Sub-transfer agen... | $3,963 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $13,208 | $60,165-78.0% | $74,183-82.2% | $55,167-76.1% |
| Participation rate | 89.2% | 74.2%+15.0pp | 76.6%+12.5pp | 69.0%+20.2pp |
| Annual return | 6.71% | 10.00%-3.3pp | 17.74%-11.0pp | 169.23%-162.5pp |
| Employer contribution / active EE | $497 | $1,600-68.9% | $2,370-79.0% | $1,963-74.7% |
| Participant deferral / active EE | $985 | $2,973-66.9% | $3,550-72.3% | $3,054-67.8% |
| Admin fee / account holder | $29 | $419-93.1% | $5,586-99.5% | $504-94.3% |