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.3+ years Service code 12 · EIN 27-2037969 | Participant loan processing; Direct p... | $139,903 |
BRONFMAN E.L. ROTHSCHILD3+ years Filed as: BRONFMAN E.L. ROTHSCHILD LP Service code 27 TEN TERRACE COURT · MADISON, WI 53718 | Advisory (Plan) | $83,273 |
NEWPORT GROUP, INC.2 years Filed as: NEWPORT TRUST COMPANY Service code 12 · EIN 27-4411131 | Claims processing; Account maintenanc... | $23,799 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $22,742 | $407,990-94.4% | $121,196-81.2% | $75,289-69.8% |
| Participation rate | 64.7% | 59.5%+5.2pp | 71.7%-7.1pp | 72.4%-7.8pp |
| Annual return | 11.31% | 2.93%+8.4pp | 16.93%-5.6pp | -0.04%+11.3pp |
| Employer contribution / active EE | $491 | $1,846-73.4% | $4,022-87.8% | $2,405-79.6% |
| Participant deferral / active EE | $1,044 | $2,201-52.6% | $3,344-68.8% | $3,739-72.1% |
| Admin fee / account holder | $122 | $455-73.1% | $5,019-97.6% | $102+19.4% |