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.6+ years Service code 15 · EIN 27-2037969 | Recordkeeping | $24,036 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,512 | $63,745-44.3% | $98,442-63.9% | $79,386-55.3% |
| Participation rate | 59.7% | 69.9%-10.2pp | 73.3%-13.7pp | 70.7%-11.0pp |
| Annual return | 11.80% | 625.80%-614.0pp | 1492.73%-1480.9pp | 116.85%-105.0pp |
| Employer contribution / active EE | $1,127 | $2,557-55.9% | $2,960-61.9% | $2,427-53.6% |
| Participant deferral / active EE | $2,330 | $3,303-29.5% | $4,276-45.5% | $4,046-42.4% |
| Admin fee / account holder | $133 | $516-74.2% | $5,949-97.8% | $626-78.8% |