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.4+ years Service code 12 · EIN 27-2037969 | Claims processing; Direct payment fro... | $228,786 |
BRONFMAN E.L. ROTHSCHILD4+ years Filed as: BRONFMAN E.L. ROTHSCHILD LP Service code 27 TEN TERRACE COURT · MADISON, WI 53718 | Advisory (Plan) | $85,423 |
NEWPORT GROUP, INC.3 years Filed as: NEWPORT TRUST COMPANY Service code 12 | Trustee (bank, trust company, or simi... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $24,803 | $53,911-54.0% | $130,648-81.0% | $77,787-68.1% |
| Participation rate | 66.2% | 60.2%+5.9pp | 71.7%-5.6pp | 73.2%-7.1pp |
| Annual return | 4.38% | 21.93%-17.5pp | 1708.96%-1704.6pp | 32.57%-28.2pp |
| Employer contribution / active EE | $576 | $1,826-68.4% | $4,092-85.9% | $2,504-77.0% |
| Participant deferral / active EE | $1,241 | $2,288-45.8% | $3,603-65.6% | $3,967-68.7% |
| Admin fee / account holder | $137 | $129+6.5% | $5,464-97.5% | $100+37.0% |