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 13 · EIN 27-2037969 | Contract Administrator | $11,351 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,443 |
Employer contribution per participant 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,255 | $95,274+11.5% | $135,903-21.8% | $74,419+42.8% |
| Participation rate | 73.7% | 78.2%-4.4pp | 81.9%-8.2pp | 70.7%+3.0pp |
| Annual return | 21.12% | 32.77%-11.7pp | 68.23%-47.1pp | 34.38%-13.3pp |
| Employer contribution / active EE | $5 | $3,874-99.9% | $4,856-99.9% | $2,637-99.8% |
| Participant deferral / active EE | $7,782 | $7,7820% | $7,758+0.3% | $4,528+71.9% |
| Admin fee / account holder | $45 | $266-83.1% | $10,762-99.6% | $348-87.1% |