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.3 years Service code 13 · EIN 27-2037969 | Contract Administrator | $62,052 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $7,859 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,160 | $58,347+56.2% | $85,682+6.4% | $86,799+5.0% |
| Participation rate | 67.1% | 64.9%+2.1pp | 69.9%-2.8pp | 72.3%-5.2pp |
| Annual return | 15.65% | 18.43%-2.8pp | 21.49%-5.8pp | 97.91%-82.3pp |
| Employer contribution / active EE | $1,644 | $1,751-6.1% | $2,618-37.2% | $2,405-31.7% |
| Participant deferral / active EE | $3,551 | $3,065+15.8% | $3,923-9.5% | $4,131-14.0% |
| Admin fee / account holder | $137 | $147-7.2% | $6,873-98.0% | $170-19.3% |