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 15 · EIN 27-2037969 | Recordkeeping | $17,932 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $18,012 | $91,190-80.2% | $178,490-89.9% | $79,858-77.4% |
| Participation rate | 62.3% | 69.2%-6.9pp | 81.9%-19.6pp | 69.6%-7.3pp |
| Annual return | 12.01% | 24.19%-12.2pp | 151.07%-139.1pp | 31.71%-19.7pp |
| Employer contribution / active EE | $400 | $3,256-87.7% | $5,011-92.0% | $2,471-83.8% |
| Participant deferral / active EE | $1,103 | $3,236-65.9% | $5,202-78.8% | $3,740-70.5% |
| Admin fee / account holder | $213 | $6,751-96.8% | $13,984-98.5% | $5,306-96.0% |