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.1 year Service code 12 · EIN 27-2037969 | Sub-transfer agency fees; Recordkeepi... | $8,888 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $15,968 | $155,795-89.8% | $136,294-88.3% | $69,631-77.1% |
| Participation rate | 85.5% | 75.2%+10.3pp | 81.9%+3.6pp | 70.7%+14.8pp |
| Annual return | 36.36% | 232464.33%-232428.0pp | 5155.94%-5119.6pp | 27571.02%-27534.7pp |
| Employer contribution / active EE | $1,107 | $2,991-63.0% | $4,695-76.4% | $2,032-45.5% |
| Participant deferral / active EE | $3,287 | $5,394-39.1% | $6,247-47.4% | $3,224+2.0% |
| Admin fee / account holder | $21 | $128-83.3% | $9,243-99.8% | $110-80.7% |