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.7 years Service code 15 · EIN 27-2037969 | Recordkeeping | $62,580 |
PNC BANK, N.A.3 years Filed as: PNC INSTITUTIONAL ASSET MANAGEMENT Service code 27 · EIN 22-1146430 | Advisory (Plan) | $44,955 |
STIFEL NICOLAUS & CO INC1 year Filed as: STIFEL NICOLAUS & CO INC. Service code 27 501 N. BROADWAY · ST. LOUIS, MO 63102 | Advisory (Plan) | $16,972 |
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 | $153,311 | $81,625+87.8% | $167,512-8.5% | $74,304+106.3% |
| Participation rate | 96.9% | 60.0%+36.8pp | 77.1%+19.8pp | 60.3%+36.5pp |
| Annual return | 18.03% | 26.09%-8.1pp | 1615.79%-1597.8pp | 29.43%-11.4pp |
| Employer contribution / active EE | $5,845 | $2,010+190.8% | $3,882+50.6% | $2,241+160.8% |
| Participant deferral / active EE | $11,795 | $4,115+186.7% | $6,405+84.2% | $3,767+213.1% |
| Admin fee / account holder | $320 | $3,474-90.8% | $9,769-96.7% | $2,969-89.2% |