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 12 · EIN 27-2037969 | Sub-transfer agency fees; Recordkeepi... | $3,818 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $79,027 | $63,346+24.8% | $92,233-14.3% | $70,131+12.7% |
| Participation rate | 54.4% | 68.7%-14.3pp | 76.5%-22.1pp | 69.5%-15.1pp |
| Annual return | 12.80% | 530.12%-517.3pp | 176.28%-163.5pp | 73.14%-60.3pp |
| Employer contribution / active EE | $1,832 | $2,471-25.9% | $3,679-50.2% | $2,342-21.8% |
| Participant deferral / active EE | $2,545 | $2,854-10.8% | $3,897-34.7% | $3,332-23.6% |
| Admin fee / account holder | $11 | $3,840-99.7% | $5,194-99.8% | $4,645-99.8% |