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.2 years Service code 12 · EIN 27-2037969 | Direct payment from the plan; Claims ... | $19,240 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
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 | $31,364 | $46,292-32.2% | $143,757-78.2% | $64,808-51.6% |
| Participation rate | 15.9% | 64.2%-48.3pp | 80.3%-64.4pp | 71.5%-55.5pp |
| Annual return | -17.68% | -10.05%-7.6pp | -0.04%-17.6pp | 32.82%-50.5pp |
| Employer contribution / active EE | $477 | $1,910-75.0% | $4,951-90.4% | $2,506-81.0% |
| Participant deferral / active EE | $1,347 | $2,646-49.1% | $5,637-76.1% | $4,310-68.8% |
| Admin fee / account holder | $409 | $154+166.0% | $14,673-97.2% | $188+117.8% |