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 12 · EIN 27-2037969 | Recordkeeping fees; Participant loan ... | $24,598 |
NEWPORT GROUP, INC.1 year Filed as: NEWPORT TRUST COMPANY Service code 12 · EIN 27-4411131 | Trustee (bank, trust company, or simi... | $6,117 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $24,108 | $22,291+8.2% | $69,182-65.2% | $63,975-62.3% |
| Participation rate | 46.1% | 35.3%+10.9pp | 55.1%-9.0pp | 71.1%-25.0pp |
| Annual return | 4.27% | 9.30%-5.0pp | -21.93%+26.2pp | 48.65%-44.4pp |
| Employer contribution / active EE | $359 | $325+10.4% | $1,206-70.2% | $2,182-83.5% |
| Participant deferral / active EE | $646 | $808-20.1% | $1,897-66.0% | $3,356-80.8% |
| Admin fee / account holder | $26 | $73-64.8% | $2,697-99.0% | $70-63.5% |