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.7+ years Service code 12 · EIN 27-2037969 | Sub-transfer agency fees; Recordkeepi... | $173,170 |
NFP RETIREMENT INC3 years Filed as: NFP RETIREMENT, INC. Service code 27 10 TERRACE COURT · MADISON, WI 53718 | Advisory (Plan) | $35,198 |
NEWPORT GROUP, INC.6 years Filed as: NEWPORT TRUST COMPANY Service code 21 · EIN 27-4411131 | Bank Trustee | $5,820 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,474 | $52,525-45.8% | $117,472-75.8% | $77,904-63.4% |
| Participation rate | 68.6% | 61.6%+7.0pp | 70.6%-2.0pp | 73.7%-5.1pp |
| Annual return | -15.13% | -13.76%-1.4pp | 29.74%-44.9pp | 12.21%-27.3pp |
| Employer contribution / active EE | $604 | $2,166-72.1% | $4,176-85.5% | $2,848-78.8% |
| Participant deferral / active EE | $1,483 | $3,087-52.0% | $4,070-63.6% | $4,806-69.2% |
| Admin fee / account holder | $110 | $99+11.3% | $5,645-98.0% | $133-16.7% |