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.8 years Service code 13 · EIN 27-2037969 | Contract Administrator | $42,700 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,496 | $47,126-48.0% | $149,673-83.6% | $74,419-67.1% |
| Participation rate | 66.0% | 63.4%+2.6pp | 78.8%-12.8pp | 70.7%-4.7pp |
| Annual return | 15.36% | 22.75%-7.4pp | 134.42%-119.1pp | 34.38%-19.0pp |
| Employer contribution / active EE | $598 | $1,905-68.6% | $4,818-87.6% | $2,637-77.3% |
| Participant deferral / active EE | $1,819 | $2,728-33.3% | $5,680-68.0% | $4,528-59.8% |
| Admin fee / account holder | $109 | $343-68.1% | $13,210-99.2% | $348-68.6% |