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.3 years Service code 12 · EIN 27-2037969 | Claims processing; Sub-transfer agenc... | $52,671 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,611 | $94,833-63.5% | $75,696-54.3% | $86,799-60.1% |
| Participation rate | 50.7% | 79.1%-28.4pp | 74.8%-24.1pp | 72.3%-21.5pp |
| Annual return | 13.57% | 16.91%-3.3pp | 104.53%-91.0pp | 97.91%-84.3pp |
| Employer contribution / active EE | $149 | $2,904-94.9% | $2,743-94.6% | $2,405-93.8% |
| Participant deferral / active EE | $1,929 | $3,632-46.9% | $3,821-49.5% | $4,131-53.3% |
| Admin fee / account holder | $135 | $109+24.3% | $3,619-96.3% | $170-20.4% |