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.2+ years Service code 13 · EIN 27-2037969 | Contract Administrator | $8,006 |
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 | $27,587 | $51,197-46.1% | $82,719-66.7% | $66,914-58.8% |
| Participation rate | 83.5% | 67.8%+15.7pp | 72.6%+10.9pp | 69.8%+13.7pp |
| Annual return | -16.68% | -9.64%-7.0pp | 701.18%-717.9pp | 1.58%-18.3pp |
| Employer contribution / active EE | $1,520 | $2,611-41.8% | $3,009-49.5% | $2,544-40.2% |
| Participant deferral / active EE | $3,133 | $3,458-9.4% | $4,395-28.7% | $4,237-26.1% |
| Admin fee / account holder | $68 | $416-83.7% | $5,329-98.7% | $593-88.6% |