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 15 · EIN 27-2037969 | Recordkeeping | $20,252 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $23,961 | $44,873-46.6% | $79,464-69.8% | $56,287-57.4% |
| Participation rate | 63.5% | 68.7%-5.3pp | 73.3%-9.9pp | 69.9%-6.4pp |
| Annual return | -4.64% | 0.81%-5.5pp | 718.14%-722.8pp | -9.96%+5.3pp |
| Employer contribution / active EE | $828 | $2,140-61.3% | $2,800-70.4% | $2,111-60.8% |
| Participant deferral / active EE | $1,867 | $2,746-32.0% | $3,704-49.6% | $3,350-44.3% |
| Admin fee / account holder | $109 | $418-73.8% | $5,113-97.9% | $521-79.0% |