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 | $73,387 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $41,696 | $60,607-31.2% | $189,557-78.0% | $86,799-52.0% |
| Participation rate | 60.0% | 68.9%-8.9pp | 78.4%-18.4pp | 72.3%-12.3pp |
| Annual return | 14.46% | 65.18%-50.7pp | 64.17%-49.7pp | 97.91%-83.4pp |
| Employer contribution / active EE | $673 | $1,626-58.6% | $4,412-84.8% | $2,405-72.0% |
| Participant deferral / active EE | $2,310 | $3,895-40.7% | $6,174-62.6% | $4,131-44.1% |
| Admin fee / account holder | $247 | $159+55.6% | $9,807-97.5% | $170+45.7% |