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 13 · EIN 27-2037969 | Contract Administrator | $7,400 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,825 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,070 | $82,202+10.8% | $125,339-27.3% | $64,808+40.5% |
| Participation rate | 69.3% | 77.9%-8.5pp | 82.4%-13.0pp | 71.5%-2.1pp |
| Annual return | -17.52% | 3.48%-21.0pp | 572.05%-589.6pp | 32.82%-50.3pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $4,814-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $7,006 | $7,175-2.4% | $7,446-5.9% | $4,310+62.5% |
| Admin fee / account holder | $36 | $163-78.2% | $10,010-99.6% | $188-81.1% |