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 5-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.1+ years Service code 13 · EIN 27-2037969 | Contract Administrator | $8,562 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $3,739 | $58,879-93.6% | $178,490-97.9% | $73,488-94.9% |
| Participation rate | 96.6% | 66.2%+30.4pp | 81.9%+14.7pp | 70.7%+25.9pp |
| Annual return | 0.00% | 24.86%-24.9pp | 151.07%-151.1pp | 28.51%-28.5pp |
| Employer contribution / active EE | $1,395 | $2,236-37.6% | $5,011-72.2% | $2,270-38.6% |
| Participant deferral / active EE | $2,336 | $2,567-9.0% | $5,202-55.1% | $3,740-37.5% |
| Admin fee / account holder | $59 | $400-85.2% | $13,984-99.6% | $513-88.5% |