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.10+ years Service code 10 · EIN 27-2037969 | Accounting | $15,624 |
NEWPORT GROUP, INC.10+ years Filed as: NEWPORT TRUST COMPANY Service code 21 · EIN 27-4411131 | Bank Trustee | $9,167 |
Annual investment return 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 | $152,938 | $101,317+51.0% | $146,958+4.1% | $74,495+105.3% |
| Participation rate | 91.5% | 75.5%+15.9pp | 82.2%+9.3pp | 67.2%+24.3pp |
| Annual return | 12.89% | 8730.91%-8718.0pp | 418.34%-405.4pp | 1364.94%-1352.0pp |
| Employer contribution / active EE | $3,764 | $3,810-1.2% | $4,933-23.7% | $2,623+43.5% |
| Participant deferral / active EE | $8,315 | $7,303+13.9% | $8,070+3.0% | $4,346+91.3% |
| Admin fee / account holder | $160 | $1,739-90.8% | $12,998-98.8% | $1,942-91.8% |