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 6-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.2 years Service code 15 · EIN 27-2037969 | Recordkeeping | $44,731 |
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 | $28,867 | $59,263-51.3% | $96,562-70.1% | $79,386-63.6% |
| Participation rate | 100.0% | 61.9%+38.1pp | 69.8%+30.2pp | 70.7%+29.3pp |
| Annual return | 16.42% | 27.07%-10.6pp | 37.78%-21.4pp | 116.85%-100.4pp |
| Employer contribution / active EE | $2,311 | $1,216+90.2% | $2,356-1.9% | $2,427-4.8% |
| Participant deferral / active EE | $4,830 | $2,948+63.9% | $3,849+25.5% | $4,046+19.4% |
| Admin fee / account holder | $233 | $658-64.7% | $6,181-96.2% | $626-62.9% |