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 Filed as: NEWPORT RETIREMENT SERVICES, INC. Service code 12 · EIN 62-1868111 | Direct payment from the plan; Claims ... | $61,390 |
NEWPORT GROUP, INC.1+ years Filed as: NEWPORT GROUP SECURITES, INC. Service code 27 · EIN 59-3099288 | Advisory (Plan) | $10,096 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $17,902 | $47,078-62.0% | $100,671-82.2% | $55,191-67.6% |
| Participation rate | 50.6% | 58.0%-7.4pp | 70.7%-20.1pp | 69.2%-18.6pp |
| Annual return | 0.55% | 0.65%-0.1pp | 20.43%-19.9pp | 10.78%-10.2pp |
| Employer contribution / active EE | $471 | $1,065-55.8% | $4,012-88.3% | $1,899-75.2% |
| Participant deferral / active EE | $1,063 | $2,038-47.8% | $3,144-66.2% | $3,046-65.1% |
| Admin fee / account holder | $52 | $153-66.0% | $4,850-98.9% | $91-42.6% |