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.8 years Service code 12 · EIN 27-2037969 | Recordkeeping fees; Other fees; Direc... | $42,558 |
Filed as: KAPTEIN DYKSTRA & COMPANY Service code 10 · EIN 38-2939866 | Accounting | $9,500 |
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 | $44,624 | $125,758-64.5% | $169,993-73.7% | $75,163-40.6% |
| Participation rate | 98.7% | 83.6%+15.1pp | 87.0%+11.7pp | 67.2%+31.5pp |
| Annual return | 14.07% | 27.20%-13.1pp | 53.37%-39.3pp | 160.62%-146.6pp |
| Employer contribution / active EE | $2,391 | $4,615-48.2% | $6,785-64.8% | $2,670-10.5% |
| Participant deferral / active EE | $3,802 | $6,837-44.4% | $10,408-63.5% | $4,125-7.8% |
| Admin fee / account holder | $207 | $8,173-97.5% | $12,815-98.4% | $5,651-96.3% |