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.1 year Service code 18 · EIN 27-2037969 | Custodial (securities); Custodial (ot... | $93,795 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,485 | $71,802-57.5% | $133,980-77.2% | $57,658-47.1% |
| Participation rate | 19.5% | 85.5%-66.0pp | 87.1%-67.6pp | 70.2%-50.7pp |
| Annual return | 13.82% | 13.51%+0.3pp | 29.30%-15.5pp | 5.13%+8.7pp |
| Employer contribution / active EE | $0 | $3,161-100.0% | $5,211-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $2,821 | $4,606-38.7% | $6,282-55.1% | $3,061-7.8% |
| Admin fee / account holder | $411 | $88+369.2% | $9,324-95.6% | $95+335.2% |