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 |
|---|---|---|
Filed as: MIDATLANTIC CAPITAL MANAGEMENT Service code 27 11448 ROBIOUS RD. · RICHMOND, VA 23235 | Advisory (Plan) | $47,705 |
NEWPORT GROUP, INC.6 years Service code 14 · EIN 27-2037969 | Plan Administrator | $20,834 |
NEWPORT GROUP, INC.4 years Filed as: NEWPORT TRUST COMPANY Service code 20 · EIN 42-1558009 | Trustee (bank, trust company, or simi... | $14,446 |
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 | $95,740 | $64,119+49.3% | $112,228-14.7% | $66,914+43.1% |
| Participation rate | 84.0% | 68.5%+15.6pp | 75.1%+9.0pp | 69.8%+14.2pp |
| Annual return | -16.54% | -13.81%-2.7pp | 27.45%-44.0pp | 1.58%-18.1pp |
| Employer contribution / active EE | $3,517 | $3,005+17.0% | $3,635-3.2% | $2,544+38.2% |
| Participant deferral / active EE | $8,079 | $3,693+118.8% | $4,728+70.9% | $4,237+90.7% |
| Admin fee / account holder | $356 | $625-43.0% | $6,410-94.4% | $593-40.0% |