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 9-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 15 · EIN 27-2037969 | Recordkeeping | $17,840 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,749 | $84,487-87.3% | $125,339-91.4% | $66,914-83.9% |
| Participation rate | 59.6% | 76.4%-16.8pp | 82.4%-22.8pp | 69.8%-10.2pp |
| Annual return | -15.82% | -8.39%-7.4pp | 572.05%-587.9pp | 1.58%-17.4pp |
| Employer contribution / active EE | $1,569 | $3,553-55.8% | $4,814-67.4% | $2,544-38.3% |
| Participant deferral / active EE | $2,365 | $6,781-65.1% | $7,446-68.2% | $4,237-44.2% |
| Admin fee / account holder | $170 | $685-75.2% | $10,010-98.3% | $593-71.4% |