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.6+ years Service code 13 · EIN 27-2037969 | Contract Administrator | $51,391 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $39,337 | $56,485-30.4% | $185,823-78.8% | $86,799-54.7% |
| Participation rate | 45.0% | 65.5%-20.4pp | 81.7%-36.7pp | 72.3%-27.2pp |
| Annual return | 26.48% | 118.04%-91.6pp | 122.05%-95.6pp | 97.91%-71.4pp |
| Employer contribution / active EE | $1,004 | $1,843-45.5% | $5,167-80.6% | $2,405-58.3% |
| Participant deferral / active EE | $2,040 | $2,553-20.1% | $5,568-63.4% | $4,131-50.6% |
| Admin fee / account holder | $75 | $150-50.1% | $16,237-99.5% | $170-56.0% |