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.2 years Service code 13 · EIN 27-2037969 | Contract Administrator | $191,103 |
Service code 28 5520 MONROE STREET, · SYLVANIA, OH 43560 | Investment Management | $50,000 |
NEWPORT GROUP, INC.2 years Filed as: NEWPORT TRUST COMPANY Service code 20 · EIN 27-4411131 | Trustee (discretionary); Trustee (ban... | $8,943 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,018 | $52,626-67.7% | $98,442-82.7% | $93,030-81.7% |
| Participation rate | 65.5% | 65.3%+0.2pp | 73.3%-7.8pp | 73.9%-8.4pp |
| Annual return | 35.78% | 16.95%+18.8pp | 1492.73%-1457.0pp | 158.70%-122.9pp |
| Employer contribution / active EE | $187 | $1,894-90.1% | $2,960-93.7% | $2,706-93.1% |
| Participant deferral / active EE | $1,893 | $2,907-34.9% | $4,276-55.7% | $4,562-58.5% |
| Admin fee / account holder | $137 | $102+34.2% | $5,949-97.7% | $152-9.5% |