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.3+ years Service code 13 · EIN 27-2037969 | Contract Administrator | $15,917 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $6,049 | $65,061-90.7% | $143,757-95.8% | $66,914-91.0% |
| Participation rate | 97.1% | 65.2%+32.0pp | 80.3%+16.8pp | 69.8%+27.3pp |
| Annual return | -18.75% | -11.14%-7.6pp | -0.04%-18.7pp | 1.58%-20.3pp |
| Employer contribution / active EE | $1,416 | $2,361-40.0% | $4,951-71.4% | $2,544-44.3% |
| Participant deferral / active EE | $2,654 | $2,919-9.1% | $5,637-52.9% | $4,237-37.4% |
| Admin fee / account holder | $75 | $502-85.1% | $14,673-99.5% | $593-87.4% |