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.1+ years Service code 13 · EIN 27-2037969 | Contract Administrator | $5,029 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,956 | $65,409-61.8% | $98,442-74.6% | $85,850-70.9% |
| Participation rate | 94.7% | 65.0%+29.7pp | 73.3%+21.4pp | 69.3%+25.4pp |
| Annual return | 12.55% | 21.76%-9.2pp | 1492.73%-1480.2pp | 318.53%-306.0pp |
| Employer contribution / active EE | $1,079 | $2,168-50.2% | $2,960-63.5% | $2,565-57.9% |
| Participant deferral / active EE | $3,632 | $3,166+14.7% | $4,276-15.1% | $3,952-8.1% |
| Admin fee / account holder | $36 | $4,593-99.2% | $5,949-99.4% | $6,260-99.4% |