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.2 years Service code 13 · EIN 27-2037969 | Contract Administrator | $60,776 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $79,909 | $51,288+55.8% | $81,983-2.5% | $73,409+8.9% |
| Participation rate | 66.8% | 64.0%+2.9pp | 69.2%-2.4pp | 72.2%-5.3pp |
| Annual return | 17.61% | 29.48%-11.9pp | 41.31%-23.7pp | 59.29%-41.7pp |
| Employer contribution / active EE | $1,864 | $1,487+25.3% | $2,498-25.4% | $2,234-16.6% |
| Participant deferral / active EE | $3,158 | $2,715+16.3% | $3,722-15.2% | $3,805-17.0% |
| Admin fee / account holder | $120 | $125-4.5% | $5,664-97.9% | $158-24.2% |