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 10-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 |
|---|---|---|
Service code 26 · EIN 45-1549585 5950 CANOGA AVENUE SUITE 540 · WOODLAND HILLS, CA 91367 | Advisory (Participants) | $14,055 |
NEWPORT GROUP, INC.3 years Filed as: NEWPORT GROUP Service code 15 · EIN 21-2037969 35 IRON POINT CIRCLE SUITE 300 · FOLSOM, CA 95630 | Recordkeeping | $6,105 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,231 | $58,879-31.7% | $178,490-77.5% | $73,488-45.3% |
| Participation rate | 44.4% | 66.2%-21.8pp | 81.9%-37.5pp | 70.7%-26.3pp |
| Annual return | 19.14% | 24.86%-5.7pp | 151.07%-131.9pp | 28.51%-9.4pp |
| Employer contribution / active EE | $407 | $2,236-81.8% | $5,011-91.9% | $2,270-82.1% |
| Participant deferral / active EE | $818 | $2,567-68.2% | $5,202-84.3% | $3,740-78.1% |
| Admin fee / account holder | $246 | $400-38.6% | $13,984-98.2% | $513-52.1% |