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 4-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+ years Service code 12 · EIN 27-2037969 | Direct payment from the plan; Recordk... | $116,825 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,484 | $30,086-65.2% | $61,373-82.9% | $64,808-83.8% |
| Participation rate | 50.7% | 36.4%+14.3pp | 52.6%-1.9pp | 71.5%-20.8pp |
| Annual return | 3.93% | -13.99%+17.9pp | 338.61%-334.7pp | 32.82%-28.9pp |
| Employer contribution / active EE | $204 | $536-61.9% | $1,159-82.4% | $2,506-91.8% |
| Participant deferral / active EE | $683 | $1,126-39.3% | $2,125-67.9% | $4,310-84.2% |
| Admin fee / account holder | $74 | $148-50.1% | $2,130-96.5% | $188-60.7% |