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 | Sub-transfer agency fees; Claims proc... | $29,257 |
Annual investment return 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 | $50,435 | $95,416-47.1% | $185,823-72.9% | $85,850-41.3% |
| Participation rate | 93.4% | 68.8%+24.7pp | 81.7%+11.7pp | 69.3%+24.1pp |
| Annual return | 10.24% | 23.59%-13.3pp | 122.05%-111.8pp | 318.53%-308.3pp |
| Employer contribution / active EE | $0 | $3,314-100.0% | $5,167-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $6,175 | $3,423+80.4% | $5,568+10.9% | $3,952+56.3% |
| Admin fee / account holder | $127 | $7,213-98.2% | $16,237-99.2% | $6,260-98.0% |