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.3 years Service code 15 · EIN 27-2037969 | Recordkeeping | $13,544 |
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 | $43,095 | $78,672-45.2% | $109,143-60.5% | $85,850-49.8% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 11.62% | 25.09%-13.5pp | 25.75%-14.1pp | 318.53%-306.9pp |
| Employer contribution / active EE | $3,627 | $2,735+32.6% | $3,722-2.6% | $2,565+41.4% |
| Participant deferral / active EE | $1,888 | $3,467-45.6% | $4,653-59.4% | $3,952-52.2% |
| Admin fee / account holder | $89 | $5,469-98.4% | $6,752-98.7% | $6,260-98.6% |