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 | $8,445 |
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 | $39,248 | $47,977-18.2% | $154,107-74.5% | $56,287-30.3% |
| Participation rate | 79.7% | 66.2%+13.5pp | 83.0%-3.3pp | 69.9%+9.8pp |
| Annual return | 17.35% | 3.54%+13.8pp | 735.12%-717.8pp | -9.96%+27.3pp |
| Employer contribution / active EE | $4,808 | $2,169+121.7% | $5,298-9.2% | $2,111+127.8% |
| Participant deferral / active EE | $10,487 | $2,392+338.5% | $5,081+106.4% | $3,350+213.1% |
| Admin fee / account holder | $60 | $438-86.2% | $13,411-99.6% | $521-88.4% |