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.9 years Service code 15 · EIN 27-2037969 | Recordkeeping | $31,235 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $78,907 | $50,815+55.3% | $155,509-49.3% | $77,643+1.6% |
| Participation rate | 69.7% | 63.1%+6.6pp | 78.2%-8.5pp | 70.6%-0.8pp |
| Annual return | 16.38% | 34.80%-18.4pp | 64.67%-48.3pp | 31.24%-14.9pp |
| Employer contribution / active EE | $683 | $1,993-65.7% | $4,672-85.4% | $2,726-74.9% |
| Participant deferral / active EE | $2,743 | $2,822-2.8% | $5,626-51.2% | $4,647-41.0% |
| Admin fee / account holder | $127 | $437-70.9% | $15,912-99.2% | $430-70.5% |