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 13 · EIN 27-2037969 | Contract Administrator | $16,308 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $157,097 | $73,867+112.7% | $143,757+9.3% | $68,494+129.4% |
| Participation rate | 88.9% | 66.7%+22.2pp | 80.3%+8.6pp | 67.9%+21.0pp |
| Annual return | -17.44% | 1.01%-18.4pp | -0.04%-17.4pp | -7.84%-9.6pp |
| Employer contribution / active EE | $4,522 | $3,184+42.0% | $4,951-8.7% | $2,596+74.2% |
| Participant deferral / active EE | $4,748 | $3,384+40.3% | $5,637-15.8% | $4,027+17.9% |
| Admin fee / account holder | $289 | $5,755-95.0% | $14,673-98.0% | $5,403-94.6% |