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 | Direct payment from the plan; Recordk... | $15,466 |
Service code 26 5520 MONROE STREET · SYLVANIA, OH 43560 | Advisory (Participants) | $10,000 |
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 | $50,163 | $79,171-36.6% | $102,423-51.0% | $74,495-32.7% |
| Participation rate | 99.1% | 74.8%+24.3pp | 76.5%+22.6pp | 67.2%+31.9pp |
| Annual return | 16.46% | 54.93%-38.5pp | 29.32%-12.9pp | 1364.94%-1348.5pp |
| Employer contribution / active EE | $2,320 | $2,362-1.8% | $3,023-23.3% | $2,623-11.5% |
| Participant deferral / active EE | $5,374 | $4,415+21.7% | $5,053+6.4% | $4,346+23.7% |
| Admin fee / account holder | $183 | $2,001-90.9% | $9,451-98.1% | $1,942-90.6% |