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.1 year Service code 15 · EIN 27-2037969 | Recordkeeping | $10,154 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $27,559 | $57,354-51.9% | $83,848-67.1% | $64,186-57.1% |
| Participation rate | 48.5% | 68.6%-20.1pp | 76.1%-27.7pp | 69.6%-21.1pp |
| Annual return | -6.48% | 11.38%-17.9pp | 850.88%-857.4pp | 7.63%-14.1pp |
| Employer contribution / active EE | $937 | $2,545-63.2% | $3,631-74.2% | $2,381-60.7% |
| Participant deferral / active EE | $2,143 | $2,993-28.4% | $4,082-47.5% | $3,470-38.2% |
| Admin fee / account holder | $225 | $4,046-94.4% | $5,478-95.9% | $4,888-95.4% |