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 | $5,571 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,804 | $88,507-33.6% | $98,442-40.3% | - |
| Participation rate | 44.2% | 61.4%-17.2pp | 73.3%-29.2pp | - |
| Annual return | 15.56% | 11.96%+3.6pp | 1492.73%-1477.2pp | - |
| Employer contribution / active EE | $0 | $1,785-100.0% | $2,960-100.0% | - |
| Participant deferral / active EE | $1,346 | $2,583-47.9% | $4,276-68.5% | - |
| Admin fee / account holder | $37 | $5,313-99.3% | $5,949-99.4% | - |