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 | Participant loan processing; Recordke... | $25,549 |
Service code 26 · EIN 39-1859759 | Advisory (Participants) | $14,000 |
NEWPORT GROUP, INC.2 years Filed as: NEWPORT TRUST COMPANY Service code 12 · EIN 27-4411131 | Custodial (securities); Claims proces... | $5,008 |
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 | $75,239 | $64,909+15.9% | $82,313-8.6% | $62,292+20.8% |
| Participation rate | 86.3% | 74.9%+11.5pp | 76.9%+9.4pp | 69.5%+16.8pp |
| Annual return | 14.46% | 21.18%-6.7pp | 25.88%-11.4pp | 28.90%-14.4pp |
| Employer contribution / active EE | $1,196 | $1,676-28.6% | $2,428-50.7% | $2,042-41.4% |
| Participant deferral / active EE | $3,338 | $3,103+7.6% | $3,706-9.9% | $3,169+5.3% |
| Admin fee / account holder | $269 | $440-38.8% | $5,608-95.2% | $479-43.8% |