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 year Service code 12 · EIN 27-2037969 | Direct payment from the plan; Sub-tra... | $34,243 |
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.
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 | $32,007 | $95,542-66.5% | $69,455-53.9% | $67,579-52.6% |
| Participation rate | 42.9% | 79.4%-36.5pp | 74.6%-31.8pp | 71.3%-28.4pp |
| Annual return | 21.29% | 17.67%+3.6pp | 28.97%-7.7pp | 378.56%-357.3pp |
| Employer contribution / active EE | $112 | $2,989-96.2% | $2,779-96.0% | $2,148-94.8% |
| Participant deferral / active EE | $1,520 | $3,263-53.4% | $3,535-57.0% | $3,539-57.0% |
| Admin fee / account holder | $100 | $90+11.5% | $3,839-97.4% | $142-29.6% |