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 12 · EIN 27-2037969 | Claims processing; Direct payment fro... | $11,980 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $18,018 | $31,388-42.6% | $73,545-75.5% | $62,292-71.1% |
| Participation rate | 89.1% | 39.9%+49.2pp | 54.9%+34.2pp | 69.5%+19.6pp |
| Annual return | 14.65% | 25.34%-10.7pp | -15.16%+29.8pp | 28.90%-14.2pp |
| Employer contribution / active EE | $999 | $498+100.7% | $1,219-18.0% | $2,042-51.1% |
| Participant deferral / active EE | $1,472 | $1,028+43.1% | $1,806-18.5% | $3,169-53.5% |
| Admin fee / account holder | $29 | $299-90.3% | $2,320-98.7% | $479-93.9% |