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 | $27,710 |
NEWPORT GROUP, INC.1 year Service code 15 · EIN 27-2037969 | Recordkeeping | $25,326 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $120,190 | $86,332+39.2% | $125,175-4.0% | $65,185+84.4% |
| Participation rate | 97.0% | 75.3%+21.7pp | 79.8%+17.2pp | 70.2%+26.8pp |
| Annual return | 19.94% | 27.43%-7.5pp | 43.79%-23.9pp | 29.38%-9.4pp |
| Employer contribution / active EE | $1,756 | $2,040-13.9% | $3,865-54.6% | $2,177-19.3% |
| Participant deferral / active EE | $6,754 | $3,537+90.9% | $4,937+36.8% | $3,514+92.2% |
| Admin fee / account holder | $308 | $609-49.4% | $9,702-96.8% | $847-63.6% |