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 | $70,842 |
NEWPORT GROUP, INC.1 year Filed as: NEWPORT TRUST COMPANY Service code 21 · EIN 27-4411131 | Bank Trustee | $6,400 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $232,101 | $86,655+167.8% | $119,609+94.1% | $66,914+246.9% |
| Participation rate | 96.0% | 75.6%+20.5pp | 79.3%+16.8pp | 69.8%+26.2pp |
| Annual return | -18.63% | -8.00%-10.6pp | -14.97%-3.7pp | 1.58%-20.2pp |
| Employer contribution / active EE | $13,282 | $2,536+423.8% | $4,232+213.9% | $2,544+422.0% |
| Participant deferral / active EE | $7,717 | $4,358+77.1% | $5,602+37.7% | $4,237+82.1% |
| Admin fee / account holder | $552 | $755-26.9% | $10,323-94.7% | $593-7.0% |