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.2 years Service code 15 · EIN 27-2037969 | Recordkeeping | $13,811 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $44,121 | $31,388+40.6% | $73,545-40.0% | $62,292-29.2% |
| Participation rate | 80.8% | 39.9%+40.9pp | 54.9%+25.9pp | 69.5%+11.3pp |
| Annual return | 17.98% | 25.34%-7.4pp | -15.16%+33.1pp | 28.90%-10.9pp |
| Employer contribution / active EE | $1,605 | $498+222.4% | $1,219+31.7% | $2,042-21.4% |
| Participant deferral / active EE | $2,571 | $1,028+150.0% | $1,806+42.3% | $3,169-18.9% |
| Admin fee / account holder | $279 | $299-6.8% | $2,320-88.0% | $479-41.8% |