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.2 years Service code 15 · EIN 27-2037969 | Recordkeeping | $46,359 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $54,651 | $56,443-3.2% | $83,848-34.8% | $55,725-1.9% |
| Participation rate | 100.0% | 72.0%+28.0pp | 76.1%+23.9pp | 70.9%+29.1pp |
| Annual return | 10.33% | 393.67%-383.3pp | 850.88%-840.5pp | 244.93%-234.6pp |
| Employer contribution / active EE | $1,764 | $2,682-34.2% | $3,631-51.4% | $2,078-15.1% |
| Participant deferral / active EE | $4,761 | $2,965+60.6% | $4,082+16.7% | $3,356+41.9% |
| Admin fee / account holder | $113 | $156-27.5% | $5,478-97.9% | $115-1.7% |