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.5+ years Service code 12 · EIN 27-2037969 | Sub-transfer agency fees; Recordkeepi... | $9,775 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $456,859 | $99,957+357.1% | $149,696+205.2% | $73,488+521.7% |
| Participation rate | 100.0% | 75.7%+24.3pp | 82.5%+17.5pp | 70.7%+29.3pp |
| Annual return | 13.38% | 53.87%-40.5pp | 276.60%-263.2pp | 28.51%-15.1pp |
| Employer contribution / active EE | $16,790 | $3,191+426.1% | $4,644+261.5% | $2,270+639.6% |
| Participant deferral / active EE | $8,443 | $6,073+39.0% | $6,842+23.4% | $3,740+125.8% |
| Admin fee / account holder | $2,220 | $551+303.1% | $9,309-76.2% | $513+332.6% |