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.2 years Service code 15 · EIN 27-2037969 | Recordkeeping | $11,971 |
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 | $35,004 | $72,277-51.6% | $101,248-65.4% | $79,858-56.2% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 12.45% | 22.30%-9.8pp | 46.47%-34.0pp | 31.71%-19.3pp |
| Employer contribution / active EE | $4,590 | $2,692+70.5% | $3,660+25.4% | $2,471+85.8% |
| Participant deferral / active EE | $2,536 | $3,282-22.7% | $4,370-42.0% | $3,740-32.2% |
| Admin fee / account holder | $69 | $4,400-98.4% | $5,945-98.8% | $5,306-98.7% |