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.2 years Service code 15 · EIN 27-2037969 | Recordkeeping | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $33,089 | $42,548-22.2% | $74,550-55.6% | $56,287-41.2% |
| Participation rate | 80.6% | 60.5%+20.1pp | 69.1%+11.4pp | 69.9%+10.7pp |
| Annual return | -5.25% | 12.40%-17.7pp | 32.53%-37.8pp | -9.96%+4.7pp |
| Employer contribution / active EE | $1,654 | $855+93.5% | $1,961-15.6% | $2,111-21.6% |
| Participant deferral / active EE | $2,777 | $2,277+21.9% | $3,108-10.6% | $3,350-17.1% |
| Admin fee / account holder | $213 | $467-54.4% | $5,060-95.8% | $521-59.1% |