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 | $2,240 |
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 | $121,722 | $80,753+50.7% | $136,294-10.7% | $62,292+95.4% |
| Participation rate | 89.0% | 73.5%+15.4pp | 81.9%+7.0pp | 69.5%+19.5pp |
| Annual return | 19.01% | 35.83%-16.8pp | 5155.94%-5136.9pp | 28.90%-9.9pp |
| Employer contribution / active EE | $2,248 | $2,884-22.0% | $4,695-52.1% | $2,042+10.1% |
| Participant deferral / active EE | $7,573 | $5,164+46.6% | $6,247+21.2% | $3,169+139.0% |
| Admin fee / account holder | $15 | $525-97.2% | $9,243-99.8% | $479-96.9% |