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.4+ years Service code 15 · EIN 27-2037969 | Recordkeeping | $20,975 |
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 | $7,834 | $61,272-87.2% | $149,673-94.8% | $71,457-89.0% |
| Participation rate | 95.1% | 62.5%+32.6pp | 78.8%+16.4pp | 67.9%+27.2pp |
| Annual return | 20.59% | 35.85%-15.3pp | 134.42%-113.8pp | 28.85%-8.3pp |
| Employer contribution / active EE | $1,518 | $2,378-36.2% | $4,818-68.5% | $2,588-41.3% |
| Participant deferral / active EE | $2,441 | $2,917-16.3% | $5,680-57.0% | $4,289-43.1% |
| Admin fee / account holder | $77 | $1,261-93.9% | $13,210-99.4% | $1,587-95.1% |