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.9 years Service code 15 · EIN 27-2037969 | Recordkeeping | $32,949 |
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 | $27,493 | $50,815-45.9% | $155,509-82.3% | $77,643-64.6% |
| Participation rate | 67.8% | 63.1%+4.7pp | 78.2%-10.4pp | 70.6%-2.8pp |
| Annual return | 12.01% | 34.80%-22.8pp | 64.67%-52.7pp | 31.24%-19.2pp |
| Employer contribution / active EE | $595 | $1,993-70.1% | $4,672-87.3% | $2,726-78.2% |
| Participant deferral / active EE | $1,853 | $2,822-34.3% | $5,626-67.1% | $4,647-60.1% |
| Admin fee / account holder | $80 | $437-81.6% | $15,912-99.5% | $430-81.4% |