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.3+ years Service code 12 · EIN 27-2037969 | Recordkeeping fees; Recordkeeping and... | $129,781 |
NEWPORT GROUP, INC.2 years Filed as: NEWPORT TRUST COMPANY Service code 21 · EIN 27-4411131 | Bank Trustee | $10,238 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $11,897 | $29,548-59.7% | $56,411-78.9% | $77,643-84.7% |
| Participation rate | 69.4% | 32.7%+36.7pp | 52.5%+17.0pp | 70.6%-1.1pp |
| Annual return | 12.00% | 19.01%-7.0pp | 1701.33%-1689.3pp | 31.24%-19.2pp |
| Employer contribution / active EE | $152 | $568-73.2% | $1,039-85.3% | $2,726-94.4% |
| Participant deferral / active EE | $979 | $1,061-7.7% | $1,952-49.8% | $4,647-78.9% |
| Admin fee / account holder | $77 | $1,046-92.6% | $2,829-97.3% | $430-82.0% |