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 15 · EIN 27-2037969 1350 TREAT BOULEVARD, SUITE 300 · WALNUT CREEK, CA 94597 | Recordkeeping | $19,627 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $33,585 | $33,067+1.6% | $76,523-56.1% | $56,287-40.3% |
| Participation rate | 86.4% | 55.4%+31.0pp | 68.0%+18.4pp | 69.9%+16.5pp |
| Annual return | -4.68% | 2.72%-7.4pp | -0.27%-4.4pp | -9.96%+5.3pp |
| Employer contribution / active EE | $321 | $1,200-73.3% | $2,647-87.9% | $2,111-84.8% |
| Participant deferral / active EE | $5,569 | $2,240+148.6% | $3,835+45.2% | $3,350+66.3% |
| Admin fee / account holder | $112 | $537-79.1% | $4,848-97.7% | $521-78.5% |