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.5 years Service code 15 · EIN 27-2037969 | Recordkeeping | $27,455 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $61,189 | $35,986+70.0% | $77,482-21.0% | $73,488-16.7% |
| Participation rate | 62.9% | 40.8%+22.0pp | 54.2%+8.7pp | 70.7%-7.8pp |
| Annual return | 14.68% | 19.26%-4.6pp | 54.79%-40.1pp | 28.51%-13.8pp |
| Employer contribution / active EE | $1,510 | $557+170.8% | $986+53.0% | $2,270-33.5% |
| Participant deferral / active EE | $2,657 | $1,198+121.9% | $1,861+42.8% | $3,740-28.9% |
| Admin fee / account holder | $376 | $466-19.2% | $2,858-86.8% | $513-26.6% |