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 5-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.1 year Service code 15 · EIN 27-2037969 | Recordkeeping | $12,840 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,019 | $64,119-51.6% | $112,228-72.4% | $66,914-53.6% |
| Participation rate | 86.7% | 68.5%+18.2pp | 75.1%+11.6pp | 69.8%+16.9pp |
| Annual return | -19.34% | -13.81%-5.5pp | 27.45%-46.8pp | 1.58%-20.9pp |
| Employer contribution / active EE | $1,846 | $3,005-38.6% | $3,635-49.2% | $2,544-27.4% |
| Participant deferral / active EE | $3,970 | $3,693+7.5% | $4,728-16.0% | $4,237-6.3% |
| Admin fee / account holder | $110 | $625-82.4% | $6,410-98.3% | $593-81.5% |