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.1 year Filed as: NEWPORT GROUP INC. Service code 12 · EIN 27-2037969 | Direct payment from the plan; Claims ... | $37,126 |
Filed as: MITCHELL MCLEOD PUGH & WILLIAMS Service code 27 2610 DAUPHIN STREET · MOBILE, AL 36606 | Advisory (Plan) | $14,984 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,554 | $45,031-45.5% | $85,009-71.1% | $77,671-68.4% |
| Participation rate | 10.8% | 48.7%-37.9pp | 67.5%-56.7pp | 70.6%-59.8pp |
| Annual return | 10.63% | 79.22%-68.6pp | 66.47%-55.8pp | 31.21%-20.6pp |
| Employer contribution / active EE | $188 | $1,609-88.3% | $2,728-93.1% | $2,726-93.1% |
| Participant deferral / active EE | $765 | $2,807-72.8% | $4,522-83.1% | $4,648-83.5% |
| Admin fee / account holder | $217 | $912-76.2% | $6,153-96.5% | $430-49.6% |