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 15 · EIN 27-2037969 | Recordkeeping | $20,982 |
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 | $57,261 | $51,620+10.9% | $90,281-36.6% | $65,185-12.2% |
| Participation rate | 14.0% | 68.6%-54.6pp | 73.3%-59.3pp | 70.2%-56.2pp |
| Annual return | 21.05% | 24.94%-3.9pp | 78.10%-57.0pp | 29.38%-8.3pp |
| Employer contribution / active EE | $870 | $2,235-61.1% | $2,854-69.5% | $2,177-60.0% |
| Participant deferral / active EE | $1,958 | $2,871-31.8% | $3,885-49.6% | $3,514-44.3% |
| Admin fee / account holder | $244 | $384-36.5% | $5,351-95.4% | $847-71.2% |