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 8-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 | Trustee (bank, trust company, or simi... | $5,393 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $41,652 | $72,554-42.6% | $138,135-69.8% | $73,488-43.3% |
| Participation rate | 69.6% | 74.8%-5.3pp | 78.7%-9.1pp | 70.7%-1.1pp |
| Annual return | 13.95% | 17.50%-3.6pp | 20.51%-6.6pp | 28.51%-14.6pp |
| Employer contribution / active EE | $1,920 | $3,511-45.3% | $5,587-65.6% | $2,270-15.4% |
| Participant deferral / active EE | $3,330 | $4,908-32.2% | $6,431-48.2% | $3,740-11.0% |
| Admin fee / account holder | $30 | $464-93.5% | $11,856-99.7% | $513-94.1% |