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.4 years Service code 15 · EIN 27-2037969 | Recordkeeping | $25,526 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $50,641 | $31,679+59.9% | $74,701-32.2% | $65,185-22.3% |
| Participation rate | 69.2% | 40.4%+28.9pp | 54.5%+14.8pp | 70.2%-1.0pp |
| Annual return | 25.45% | 39.04%-13.6pp | 752.92%-727.5pp | 29.38%-3.9pp |
| Employer contribution / active EE | $1,595 | $566+181.7% | $1,084+47.2% | $2,177-26.7% |
| Participant deferral / active EE | $2,753 | $1,191+131.2% | $1,964+40.2% | $3,514-21.6% |
| Admin fee / account holder | $263 | $379-30.5% | $3,333-92.1% | $847-68.9% |