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 13 · EIN 27-2037969 | Contract Administrator | $81,726 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $63,306 | $54,121+17.0% | $134,143-52.8% | $73,409-13.8% |
| Participation rate | 59.3% | 64.4%-5.0pp | 72.2%-12.8pp | 72.2%-12.8pp |
| Annual return | 16.91% | -312.52%+329.4pp | 36.33%-19.4pp | 59.29%-42.4pp |
| Employer contribution / active EE | $1,267 | $1,402-9.6% | $3,704-65.8% | $2,234-43.3% |
| Participant deferral / active EE | $2,696 | $2,844-5.2% | $3,499-23.0% | $3,805-29.2% |
| Admin fee / account holder | $142 | $132+7.0% | $6,684-97.9% | $158-10.3% |