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+ years Service code 15 · EIN 27-2037969 | Recordkeeping | $13,071 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $9,165 | $48,076-80.9% | $78,689-88.4% | $62,891-85.4% |
| Participation rate | 65.1% | 65.2%-0.1pp | 73.6%-8.5pp | 69.3%-4.2pp |
| Annual return | 2.18% | 31.35%-29.2pp | 62.18%-60.0pp | 20.14%-18.0pp |
| Employer contribution / active EE | $410 | $2,015-79.7% | $2,851-85.6% | $2,281-82.0% |
| Participant deferral / active EE | $1,270 | $2,588-50.9% | $3,517-63.9% | $3,203-60.4% |
| Admin fee / account holder | $159 | $3,207-95.0% | $4,510-96.5% | $4,296-96.3% |