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 Filed as: NEWPORT GROUP, INC Service code 15 · EIN 27-2037969 | Recordkeeping | $33,134 |
PNC BANK, N.A.5+ years Service code 25 · EIN 22-1146430 | Directed Trustee | $32,724 |
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 | $182,271 | $66,310+174.9% | $93,606+94.7% | $65,185+179.6% |
| Participation rate | 73.5% | 74.0%-0.5pp | 75.8%-2.3pp | 70.2%+3.3pp |
| Annual return | 26.00% | 42.58%-16.6pp | 32.76%-6.8pp | 29.38%-3.4pp |
| Employer contribution / active EE | $1,907 | $2,012-5.2% | $2,718-29.8% | $2,177-12.4% |
| Participant deferral / active EE | $7,543 | $3,342+125.7% | $4,069+85.4% | $3,514+114.7% |
| Admin fee / account holder | $257 | $6,897-96.3% | $7,888-96.7% | $847-69.6% |