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 9-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 | $13,252 |
Service code 26 6201 COLLEGE BLVD · OVERLAND PARK, KS 66211 | Advisory (Participants) | $10,609 |
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.
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 | $50,535 | $52,953-4.6% | $172,739-70.7% | $65,185-22.5% |
| Participation rate | 60.1% | 66.2%-6.1pp | 82.6%-22.5pp | 70.2%-10.1pp |
| Annual return | 5.14% | 30.12%-25.0pp | 802.84%-797.7pp | 29.38%-24.2pp |
| Employer contribution / active EE | $419 | $2,190-80.8% | $5,143-91.8% | $2,177-80.7% |
| Participant deferral / active EE | $1,977 | $2,471-20.0% | $5,198-62.0% | $3,514-43.7% |
| Admin fee / account holder | $197 | $472-58.2% | $13,954-98.6% | $847-76.7% |