See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 3-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.1 year Service code 12 · EIN 27-2037969 | Recordkeeping and information managem... | $13,144 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $46,161 | $40,278+14.6% | $80,569-42.7% | $80,160-42.4% |
| Participation rate | 51.7% | 47.5%+4.1pp | 67.0%-15.3pp | 72.9%-21.3pp |
| Annual return | 125.53% | 50.86%+74.7pp | 935.43%-809.9pp | 40.38%+85.1pp |
| Employer contribution / active EE | $1,986 | $1,332+49.1% | $2,723-27.1% | $2,978-33.3% |
| Participant deferral / active EE | $4,069 | $2,696+51.0% | $4,447-8.5% | $5,017-18.9% |
| Admin fee / account holder | $18 | $210-91.3% | $5,377-99.7% | $145-87.4% |