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.2+ years Service code 13 · EIN 27-2037969 | Contract Administrator | $31,963 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $44,352 | $81,537-45.6% | $149,718-70.4% | $69,631-36.3% |
| Participation rate | 65.0% | 86.1%-21.1pp | 87.1%-22.1pp | 70.7%-5.7pp |
| Annual return | 15.30% | 22.79%-7.5pp | 1501.63%-1486.3pp | 27571.02%-27555.7pp |
| Employer contribution / active EE | $358 | $3,239-88.9% | $5,445-93.4% | $2,032-82.4% |
| Participant deferral / active EE | $3,629 | $4,994-27.3% | $6,569-44.8% | $3,224+12.6% |
| Admin fee / account holder | $50 | $107-53.6% | $11,283-99.6% | $110-55.1% |