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 Filed as: NEWPORT TRUST COMPANY Service code 12 · EIN 27-4411131 | Claims processing; Trustee (directed)... | $150,481 |
CAPFINANCIAL PARTNERS LLC10+ years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 28 P.O. BOX 536850 · ATLANTA, GA 303536850 | Investment Management | $75,615 |
NEWPORT GROUP, INC.9+ years Service code 12 · EIN 27-2037969 | Recordkeeping fees; Recordkeeping and... | $72,028 |
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).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $449,483 | $106,028+323.9% | $146,958+205.9% | $77,643+478.9% |
| Participation rate | 93.3% | 78.4%+14.9pp | 82.2%+11.1pp | 70.6%+22.7pp |
| Annual return | 14.39% | 56.73%-42.3pp | 418.34%-404.0pp | 31.24%-16.9pp |
| Employer contribution / active EE | $13,936 | $4,063+243.0% | $4,933+182.5% | $2,726+411.3% |
| Participant deferral / active EE | $13,188 | $7,990+65.0% | $8,070+63.4% | $4,647+183.8% |
| Admin fee / account holder | $332 | $337-1.5% | $12,998-97.4% | $430-22.8% |