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.5 years Service code 13 · EIN 27-2037969 | Contract Administrator | $27,382 |
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).
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 | $21,666 | $52,293-58.6% | $178,490-87.9% | $73,409-70.5% |
| Participation rate | 61.4% | 65.3%-3.9pp | 81.9%-20.5pp | 72.2%-10.8pp |
| Annual return | 14.08% | 34.75%-20.7pp | 151.07%-137.0pp | 59.29%-45.2pp |
| Employer contribution / active EE | $555 | $1,735-68.0% | $5,011-88.9% | $2,234-75.1% |
| Participant deferral / active EE | $1,777 | $2,332-23.8% | $5,202-65.8% | $3,805-53.3% |
| Admin fee / account holder | $75 | $127-40.9% | $13,984-99.5% | $158-52.4% |