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.6 years Service code 15 · EIN 27-2037969 | Recordkeeping | $18,574 |
Service code 27 6325 RANCH DRIVE · LITTLE ROCK, AR 72223 | Advisory (Plan) | $15,400 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,962 | $65,061-37.0% | $143,757-71.5% | $66,914-38.8% |
| Participation rate | 60.9% | 65.2%-4.3pp | 80.3%-19.4pp | 69.8%-8.9pp |
| Annual return | -14.25% | -11.14%-3.1pp | -0.04%-14.2pp | 1.58%-15.8pp |
| Employer contribution / active EE | $1,404 | $2,361-40.5% | $4,951-71.6% | $2,544-44.8% |
| Participant deferral / active EE | $2,122 | $2,919-27.3% | $5,637-62.4% | $4,237-49.9% |
| Admin fee / account holder | $271 | $502-46.1% | $14,673-98.2% | $593-54.4% |