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 4-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.3+ years Service code 15 · EIN 27-2037969 | Recordkeeping | $120,496 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $30,266 | $73,034-58.6% | $77,163-60.8% | $80,160-62.2% |
| Participation rate | 53.6% | 78.1%-24.6pp | 69.6%-16.0pp | 72.9%-19.4pp |
| Annual return | 15.25% | 18.56%-3.3pp | 37.87%-22.6pp | 40.38%-25.1pp |
| Employer contribution / active EE | $1,164 | $2,779-58.1% | $2,535-54.1% | $2,978-60.9% |
| Participant deferral / active EE | $1,939 | $4,140-53.2% | $3,833-49.4% | $5,017-61.4% |
| Admin fee / account holder | $136 | $104+31.6% | $5,472-97.5% | $145-5.8% |