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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.6 years Service code 15 · EIN 27-2037969 | Recordkeeping | $22,691 |
PNC BANK, N.A.10+ years Filed as: PNC BANK, NATIONAL ASSOCIATION Service code 52 | Indirect Investment Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $106,185 | $88,581+19.9% | $145,661-27.1% | $74,304+42.9% |
| Participation rate | 51.6% | 64.9%-13.4pp | 77.2%-25.6pp | 60.3%-8.8pp |
| Annual return | 13.02% | 34.30%-21.3pp | 101.46%-88.4pp | 29.43%-16.4pp |
| Employer contribution / active EE | $1,040 | $2,612-60.2% | $4,238-75.5% | $2,241-53.6% |
| Participant deferral / active EE | $2,101 | $4,151-49.4% | $7,198-70.8% | $3,767-44.2% |
| Admin fee / account holder | $136 | $2,953-95.4% | $12,466-98.9% | $2,969-95.4% |