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.1+ years Filed as: NEWPORT RETIREMENT SERVICES, INC. Service code 12 · EIN 62-1868111 | Sub-transfer agency fees; Claims proc... | $40,130 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $27,502 | $67,166-59.1% | $57,343-52.0% | $55,191-50.2% |
| Participation rate | 46.2% | 77.7%-31.6pp | 75.1%-28.9pp | 69.2%-23.0pp |
| Annual return | -1.01% | 4.22%-5.2pp | 24.39%-25.4pp | 10.78%-11.8pp |
| Employer contribution / active EE | $128 | $2,812-95.5% | $2,689-95.2% | $1,899-93.3% |
| Participant deferral / active EE | $1,343 | $2,835-52.6% | $3,162-57.5% | $3,046-55.9% |
| Admin fee / account holder | $134 | $44+207.1% | $3,356-96.0% | $91+47.3% |