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.3 years Service code 12 · EIN 27-2037969 | Direct payment from the plan; Recordk... | $18,015 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $17,047 | $47,126-63.8% | $149,673-88.6% | $74,419-77.1% |
| Participation rate | 44.5% | 63.4%-18.9pp | 78.8%-34.2pp | 70.7%-26.2pp |
| Annual return | 22.82% | 22.75%+0.1pp | 134.42%-111.6pp | 34.38%-11.6pp |
| Employer contribution / active EE | $529 | $1,905-72.2% | $4,818-89.0% | $2,637-79.9% |
| Participant deferral / active EE | $1,460 | $2,728-46.5% | $5,680-74.3% | $4,528-67.8% |
| Admin fee / account holder | $147 | $343-57.1% | $13,210-98.9% | $348-57.7% |