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 5-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 12 · EIN 27-2037969 | Participant loan processing; Recordke... | $38,771 |
NEWPORT GROUP, INC.2 years Filed as: NEWPORT TRUST COMPANY Service code 12 · EIN 27-4411131 | Custodial (securities); Account maint... | $8,305 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $129,383 | $89,739+44.2% | $149,718-13.6% | $62,292+107.7% |
| Participation rate | 83.3% | 85.1%-1.8pp | 87.1%-3.7pp | 69.5%+13.8pp |
| Annual return | 19.07% | 21.01%-1.9pp | 1501.63%-1482.6pp | 28.90%-9.8pp |
| Employer contribution / active EE | $1,739 | $3,233-46.2% | $5,445-68.1% | $2,042-14.9% |
| Participant deferral / active EE | $4,331 | $4,797-9.7% | $6,569-34.1% | $3,169+36.7% |
| Admin fee / account holder | $148 | $551-73.1% | $11,283-98.7% | $479-69.0% |