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 Service code 15 · EIN 27-2037969 | Recordkeeping | $33,864 |
PNC BANK, N.A.2 years Service code 25 · EIN 22-1146430 | Directed Trustee | $28,329 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $136,898 | $63,114+116.9% | $92,893+47.4% | $65,185+110.0% |
| Participation rate | 93.9% | 68.8%+25.1pp | 76.0%+17.9pp | 70.2%+23.7pp |
| Annual return | 31.48% | 28.75%+2.7pp | 109.41%-77.9pp | 29.38%+2.1pp |
| Employer contribution / active EE | $4,859 | $2,571+89.0% | $3,653+33.0% | $2,177+123.2% |
| Participant deferral / active EE | $8,639 | $3,108+177.9% | $4,236+103.9% | $3,514+145.9% |
| Admin fee / account holder | $366 | $624-41.3% | $5,794-93.7% | $847-56.8% |