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.5 years Service code 15 · EIN 27-2037969 | Recordkeeping | $17,973 |
Service code 27 6325 RANCH DRIVE · LITTLE ROCK, AR 72223 | Advisory (Plan) | $16,085 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,976 | $61,156-28.1% | $185,823-76.3% | $79,386-44.6% |
| Participation rate | 60.1% | 66.6%-6.5pp | 81.7%-21.6pp | 70.7%-10.6pp |
| Annual return | 10.83% | 19.45%-8.6pp | 122.05%-111.2pp | 116.85%-106.0pp |
| Employer contribution / active EE | $1,202 | $2,321-48.2% | $5,167-76.7% | $2,427-50.5% |
| Participant deferral / active EE | $1,817 | $2,789-34.8% | $5,568-67.4% | $4,046-55.1% |
| Admin fee / account holder | $261 | $710-63.2% | $16,237-98.4% | $626-58.3% |