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.8+ years Service code 15 · EIN 27-2037969 | Recordkeeping | $13,078 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,176 | $91,372-0.2% | $129,995-29.9% | $74,419+22.5% |
| Participation rate | 98.2% | 77.8%+20.4pp | 78.5%+19.7pp | 70.7%+27.5pp |
| Annual return | 22.88% | 23.21%-0.3pp | -137.18%+160.1pp | 34.38%-11.5pp |
| Employer contribution / active EE | $4,895 | $2,563+90.9% | $4,320+13.3% | $2,637+85.6% |
| Participant deferral / active EE | $6,819 | $4,721+44.5% | $5,820+17.2% | $4,528+50.6% |
| Admin fee / account holder | $26 | $283-90.8% | $10,614-99.8% | $348-92.5% |