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.5+ years Service code 15 · EIN 27-2037969 | Recordkeeping | $27,640 |
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 | $9,012 | $55,415-83.7% | $155,509-94.2% | $74,495-87.9% |
| Participation rate | 98.8% | 61.9%+36.9pp | 78.2%+20.6pp | 67.2%+31.6pp |
| Annual return | 15.34% | 268.50%-253.2pp | 64.67%-49.3pp | 1364.94%-1349.6pp |
| Employer contribution / active EE | $1,557 | $2,267-31.3% | $4,672-66.7% | $2,623-40.6% |
| Participant deferral / active EE | $2,366 | $2,836-16.6% | $5,626-57.9% | $4,346-45.6% |
| Admin fee / account holder | $76 | $1,738-95.6% | $15,912-99.5% | $1,942-96.1% |