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 12 · EIN 27-2037969 | Recordkeeping and information managem... | $7,799 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,961 | $58,320-29.8% | $86,436-52.6% | $66,914-38.8% |
| Participation rate | 90.9% | 78.6%+12.3pp | 80.3%+10.6pp | 69.8%+21.1pp |
| Annual return | -14.07% | -9.71%-4.4pp | 4394.89%-4409.0pp | 1.58%-15.6pp |
| Employer contribution / active EE | $0 | $2,615-100.0% | $3,769-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $13,065 | $6,899+89.4% | $6,952+87.9% | $4,237+208.4% |
| Admin fee / account holder | $52 | $546-90.4% | $6,731-99.2% | $593-91.2% |