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 |
|---|---|---|
Service code 28 · EIN 54-2005153 | Investment Management | $81,680 |
NEWPORT GROUP, INC.5+ years Service code 12 · EIN 27-2037969 | Direct payment from the plan; Sub-tra... | $47,468 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $96,714 | $136,307-29.0% | $177,821-45.6% | $73,488+31.6% |
| Participation rate | 93.4% | 86.1%+7.3pp | 87.7%+5.6pp | 70.7%+22.7pp |
| Annual return | 15.52% | 18.68%-3.2pp | 48.32%-32.8pp | 28.51%-13.0pp |
| Employer contribution / active EE | $6,359 | $3,712+71.3% | $5,918+7.4% | $2,270+180.1% |
| Participant deferral / active EE | $5,471 | $5,829-6.1% | $7,714-29.1% | $3,740+46.3% |
| Admin fee / account holder | $455 | $596-23.6% | $12,427-96.3% | $513-11.4% |