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 |
|---|---|---|
STIFEL NICOLAUS & CO INC3 years Filed as: STIFEL, NICOLAUS & COMPANY, INC. Service code 27 · EIN 43-0538770 8900 KEYSTONE CROSSING · INDIANAPOLIS, IN 46240 | Advisory (Plan) | $79,515 |
NEWPORT GROUP, INC.5 years Service code 13 · EIN 27-2037969 | Contract Administrator | $46,039 |
PNC BANK, N.A.1 year Filed as: PNC INSTITUTIONAL ASSET MANAGEMENT Service code 27 · EIN 22-1146430 | Advisory (Plan) | $19,991 |
NEWPORT GROUP, INC.2 years Filed as: NEWPORT TRUST COMPANY Service code 21 · EIN 27-4411131 | Bank Trustee | $10,989 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,867 | $65,390+71.1% | $169,368-34.0% | $71,457+56.6% |
| Participation rate | 96.5% | 67.0%+29.6pp | 77.1%+19.4pp | 67.9%+28.6pp |
| Annual return | 17.36% | 21.31%-4.0pp | 405.60%-388.2pp | 28.85%-11.5pp |
| Employer contribution / active EE | $5,244 | $2,079+152.2% | $4,013+30.7% | $2,588+102.6% |
| Participant deferral / active EE | $11,008 | $4,367+152.1% | $6,221+76.9% | $4,289+156.7% |
| Admin fee / account holder | $454 | $1,324-65.7% | $9,003-95.0% | $1,587-71.4% |