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 12 · EIN 27-2037969 | Recordkeeping and information managem... | $35,400 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $41,115 | $99,957-58.9% | $149,696-72.5% | $73,488-44.1% |
| Participation rate | 91.5% | 75.7%+15.8pp | 82.5%+9.0pp | 70.7%+20.8pp |
| Annual return | 14.30% | 53.87%-39.6pp | 276.60%-262.3pp | 28.51%-14.2pp |
| Employer contribution / active EE | $1,630 | $3,191-48.9% | $4,644-64.9% | $2,270-28.2% |
| Participant deferral / active EE | $1,718 | $6,073-71.7% | $6,842-74.9% | $3,740-54.1% |
| Admin fee / account holder | $126 | $551-77.2% | $9,309-98.7% | $513-75.5% |