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 12 · EIN 27-2037969 | Recordkeeping and information managem... | $34,978 |
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).
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 | $37,836 | $29,546+28.1% | $56,441-33.0% | $77,671-51.3% |
| Participation rate | 47.7% | 32.7%+15.0pp | 52.5%-4.8pp | 70.6%-22.8pp |
| Annual return | 12.89% | 19.01%-6.1pp | 1704.21%-1691.3pp | 31.21%-18.3pp |
| Employer contribution / active EE | $426 | $568-25.0% | $1,039-59.0% | $2,726-84.4% |
| Participant deferral / active EE | $1,140 | $1,061+7.5% | $1,953-41.6% | $4,648-75.5% |
| Admin fee / account holder | $71 | $1,046-93.2% | $2,829-97.5% | $430-83.4% |