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 Filed as: NEWPORT, INC. Service code 12 · EIN 27-2037969 | Claims processing; Recordkeeping and ... | $23,840 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $114,305 | $54,573+109.5% | $90,951+25.7% | $73,488+55.5% |
| Participation rate | 28.6% | 61.2%-32.6pp | 69.0%-40.4pp | 70.7%-42.1pp |
| Annual return | 17.89% | 16.69%+1.2pp | 134.60%-116.7pp | 28.51%-10.6pp |
| Employer contribution / active EE | $0 | $991-100.0% | $2,122-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $1,081 | $2,517-57.1% | $3,373-68.0% | $3,740-71.1% |
| Admin fee / account holder | $418 | $521-19.8% | $5,959-93.0% | $513-18.5% |