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 5-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.4+ years Service code 13 · EIN 27-2037969 | Contract Administrator | $2,716 |
NEWPORT GROUP, INC.4+ years Filed as: NEWPORT TRUST COMPANY Service code 20 · EIN 27-4411131 | Trustee (individual); Trustee (direct... | $1,106 |
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 | $52,158 | $86,929-40.0% | $102,423-49.1% | $80,856-35.5% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 11.27% | 18.88%-7.6pp | 29.32%-18.1pp | 35.59%-24.3pp |
| Employer contribution / active EE | $375 | $2,369-84.2% | $3,023-87.6% | $2,755-86.4% |
| Participant deferral / active EE | $2,378 | $4,118-42.2% | $5,053-52.9% | $4,296-44.6% |
| Admin fee / account holder | $53 | $8,049-99.3% | $9,451-99.4% | $6,918-99.2% |