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 14 · EIN 27-2037969 | Plan Administrator | $36,412 |
FORVIS MAZARS, LLP1 year Filed as: FORVIS, LLP Service code 10 · EIN 44-0160260 | Accounting | $13,573 |
Filed as: MIDATLANTIC CAPITAL MANAGEMENT Service code 27 11448 ROBIOUS RD. · RICHMOND, VA 23235 | Advisory (Plan) | $13,027 |
NEWPORT GROUP, INC.3 years Filed as: NEWPORT TRUST COMPANY Service code 20 · EIN 42-1558009 | Trustee (bank, trust company, or simi... | $11,322 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,624 | $77,660+57.9% | $109,143+12.4% | $79,386+54.5% |
| Participation rate | 83.4% | 67.8%+15.6pp | 75.9%+7.5pp | 70.7%+12.7pp |
| Annual return | 16.96% | 23.44%-6.5pp | 25.75%-8.8pp | 116.85%-99.9pp |
| Employer contribution / active EE | $3,197 | $2,797+14.3% | $3,722-14.1% | $2,427+31.7% |
| Participant deferral / active EE | $7,436 | $3,518+111.4% | $4,653+59.8% | $4,046+83.8% |
| Admin fee / account holder | $323 | $732-55.9% | $6,752-95.2% | $626-48.4% |