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.3 years Service code 13 · EIN 27-2037969 | Contract Administrator | $201,325 |
Service code 28 5520 MONROE STREET, · SYLVANIA, OH 43560 | Investment Management | $49,999 |
NEWPORT GROUP, INC.3 years Filed as: NEWPORT TRUST COMPANY Service code 20 · EIN 27-4411131 | Trustee (directed); Trustee (discreti... | $6,856 |
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.
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 | $13,601 | $43,113-68.5% | $82,719-83.6% | $77,904-82.5% |
| Participation rate | 67.6% | 63.8%+3.7pp | 72.6%-5.0pp | 73.7%-6.1pp |
| Annual return | -16.14% | 2.60%-18.7pp | 701.18%-717.3pp | 12.21%-28.4pp |
| Employer contribution / active EE | $176 | $1,924-90.9% | $3,009-94.2% | $2,848-93.8% |
| Participant deferral / active EE | $1,816 | $3,057-40.6% | $4,395-58.7% | $4,806-62.2% |
| Admin fee / account holder | $136 | $102+32.9% | $5,329-97.5% | $133+2.5% |