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.6 years Service code 12 · EIN 27-2037969 | Claims processing; Direct payment fro... | $39,849 |
NEWPORT GROUP, INC.8 years Filed as: NEWPORT TRUST COMPANY Service code 21 · EIN 27-4411131 | Bank Trustee | $6,524 |
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.
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 | $44,770 | $91,762-51.2% | $67,502-33.7% | $77,643-42.3% |
| Participation rate | 45.8% | 75.9%-30.1pp | 72.9%-27.1pp | 70.6%-24.8pp |
| Annual return | 13.83% | 14.87%-1.0pp | 3512.12%-3498.3pp | 31.24%-17.4pp |
| Employer contribution / active EE | $314 | $3,181-90.1% | $2,731-88.5% | $2,726-88.5% |
| Participant deferral / active EE | $2,312 | $3,903-40.8% | $4,000-42.2% | $4,647-50.2% |
| Admin fee / account holder | $117 | $176-33.5% | $3,998-97.1% | $430-72.8% |