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.7 years Service code 13 · EIN 27-2037969 | Contract Administrator | $33,071 |
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 | $20,779 | $46,292-55.1% | $143,757-85.5% | $64,808-67.9% |
| Participation rate | 68.5% | 64.2%+4.3pp | 80.3%-11.8pp | 71.5%-3.0pp |
| Annual return | -13.30% | -10.05%-3.2pp | -0.04%-13.3pp | 32.82%-46.1pp |
| Employer contribution / active EE | $703 | $1,910-63.2% | $4,951-85.8% | $2,506-71.9% |
| Participant deferral / active EE | $2,105 | $2,646-20.5% | $5,637-62.7% | $4,310-51.2% |
| Admin fee / account holder | $82 | $154-46.9% | $14,673-99.4% | $188-56.5% |