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 |
|---|---|---|
PNC BANK, N.A.5+ years Service code 25 · EIN 22-1146430 | Directed Trustee | $123,004 |
NEWPORT GROUP, INC.1 year Service code 15 · EIN 27-2037969 | Recordkeeping | $75,317 |
Service code 16 491 MAPLE STREET · DANVERS, MA 01923 | Consulting | $23,000 |
BAKER NEWMAN NOYES3 years Service code 10 · EIN 01-0494526 | Accounting | $13,650 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,056 | $105,247+25.5% | $87,100+51.6% | $77,787+69.8% |
| Participation rate | 87.2% | 85.8%+1.4pp | 76.9%+10.3pp | 73.2%+14.0pp |
| Annual return | 22.58% | 24.52%-1.9pp | 28.19%-5.6pp | 32.57%-10.0pp |
| Employer contribution / active EE | $3,421 | $2,895+18.2% | $2,521+35.7% | $2,504+36.6% |
| Participant deferral / active EE | $7,039 | $5,060+39.1% | $4,049+73.9% | $3,967+77.4% |
| Admin fee / account holder | $117 | $104+12.1% | $7,497-98.4% | $100+17.0% |