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.5+ years Service code 12 · EIN 27-2037969 | Recordkeeping fees; Participant loan ... | $108,169 |
NFP RETIREMENT INC1 year Filed as: NFP RETIREMENT, INC. Service code 27 10 TERRACE COURT · MADISON, WI 53718 | Advisory (Plan) | $83,982 |
NEWPORT GROUP, INC.4 years Filed as: NEWPORT TRUST COMPANY Service code 21 · EIN 27-4411131 | Bank Trustee | $5,919 |
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 | $26,675 | $53,932-50.5% | $134,143-80.1% | $90,288-70.5% |
| Participation rate | 66.7% | 60.4%+6.4pp | 72.2%-5.4pp | 73.4%-6.6pp |
| Annual return | 3.26% | 23.16%-19.9pp | 36.33%-33.1pp | 53.97%-50.7pp |
| Employer contribution / active EE | $480 | $1,611-70.2% | $3,704-87.1% | $2,524-81.0% |
| Participant deferral / active EE | $1,058 | $2,432-56.5% | $3,499-69.8% | $4,232-75.0% |
| Admin fee / account holder | $114 | $104+10.2% | $6,684-98.3% | $114+0.1% |