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.3+ years Service code 13 · EIN 27-2037969 | Contract Administrator | $8,089 |
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 | $30,149 | $58,264-48.3% | $86,612-65.2% | $71,457-57.8% |
| Participation rate | 97.1% | 65.0%+32.2pp | 71.7%+25.4pp | 67.9%+29.2pp |
| Annual return | 17.38% | 21.63%-4.3pp | 591.07%-573.7pp | 28.85%-11.5pp |
| Employer contribution / active EE | $1,873 | $2,574-27.2% | $3,022-38.0% | $2,588-27.6% |
| Participant deferral / active EE | $3,692 | $3,436+7.5% | $4,438-16.8% | $4,289-13.9% |
| Admin fee / account holder | $66 | $1,057-93.8% | $5,614-98.8% | $1,587-95.9% |