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.7 years Service code 14 · EIN 27-2037969 | Plan Administrator | $8,934 |
NEWPORT GROUP, INC.6 years Filed as: NEWPORT TRUST COMPANY Service code 21 · EIN 27-4411131 | Bank Trustee | $8,342 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,415 | $62,127+64.8% | $81,382+25.8% | $74,495+37.5% |
| Participation rate | 99.3% | 64.0%+35.3pp | 69.5%+29.8pp | 67.2%+32.1pp |
| Annual return | 15.87% | 16.48%-0.6pp | 24.73%-8.9pp | 1364.94%-1349.1pp |
| Employer contribution / active EE | $3,845 | $1,882+104.3% | $2,463+56.1% | $2,623+46.6% |
| Participant deferral / active EE | $4,518 | $3,229+39.9% | $3,883+16.4% | $4,346+4.0% |
| Admin fee / account holder | $99 | $1,934-94.9% | $5,768-98.3% | $1,942-94.9% |