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 5-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 | Recordkeeping fees; Direct payment fr... | $18,228 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $9,018 | $56,485-84.0% | $185,823-95.1% | $86,799-89.6% |
| Participation rate | 52.2% | 65.5%-13.3pp | 81.7%-29.5pp | 72.3%-20.1pp |
| Annual return | 13.45% | 118.04%-104.6pp | 122.05%-108.6pp | 97.91%-84.5pp |
| Employer contribution / active EE | $420 | $1,843-77.2% | $5,167-91.9% | $2,405-82.5% |
| Participant deferral / active EE | $1,314 | $2,553-48.5% | $5,568-76.4% | $4,131-68.2% |
| Admin fee / account holder | $131 | $150-12.3% | $16,237-99.2% | $170-22.6% |