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 |
|---|---|---|
NEWPORT GROUP, INC.1+ years Filed as: NEWPORT RETIREMENT SERVICES, INC. Service code 12 · EIN 62-1868111 | Recordkeeping fees; Recordkeeping and... | $27,782 |
Service code 10 · EIN 95-2820500 | Accounting | $9,590 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $109,860 | $70,667+55.5% | $123,104-10.8% | $52,331+109.9% |
| Participation rate | 70.8% | 83.7%-12.9pp | 86.8%-16.0pp | 68.1%+2.7pp |
| Annual return | -2.73% | 6.23%-9.0pp | 13.22%-15.9pp | 4.54%-7.3pp |
| Employer contribution / active EE | $1,831 | $2,946-37.9% | $5,151-64.5% | $1,882-2.7% |
| Participant deferral / active EE | $4,435 | $4,493-1.3% | $6,230-28.8% | $3,022+46.7% |
| Admin fee / account holder | $96 | $506-81.0% | $9,015-98.9% | $592-83.7% |