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.8 years Service code 12 · EIN 27-2037969 | Sub-transfer agency fees; Claims proc... | $282,006 |
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 | $52,798 | $52,660+0.3% | $86,612-39.0% | $80,160-34.1% |
| Participation rate | 80.5% | 62.4%+18.1pp | 71.7%+8.8pp | 72.9%+7.6pp |
| Annual return | 16.28% | 24.87%-8.6pp | 591.07%-574.8pp | 40.38%-24.1pp |
| Employer contribution / active EE | $2,977 | $2,140+39.1% | $3,022-1.5% | $2,9780% |
| Participant deferral / active EE | $3,679 | $3,215+14.4% | $4,438-17.1% | $5,017-26.7% |
| Admin fee / account holder | $117 | $113+3.8% | $5,614-97.9% | $145-19.2% |