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.4 years Service code 13 · EIN 27-2037969 | Contract Administrator | $27,386 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $20,691 | $62,928-67.1% | $172,739-88.0% | $67,579-69.4% |
| Participation rate | 53.4% | 64.5%-11.1pp | 82.6%-29.3pp | 71.3%-17.9pp |
| Annual return | 19.59% | 30.36%-10.8pp | 802.84%-783.3pp | 378.56%-359.0pp |
| Employer contribution / active EE | $477 | $1,636-70.9% | $5,143-90.7% | $2,148-77.8% |
| Participant deferral / active EE | $1,496 | $2,145-30.2% | $5,198-71.2% | $3,539-57.7% |
| Admin fee / account holder | $88 | $167-47.3% | $13,954-99.4% | $142-38.3% |