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 | $138,806 |
PNC BANK, N.A.4 years Filed as: PNC INSTITUTIONAL ASSET MANAGEMENT Service code 27 · EIN 22-1146430 | Advisory (Plan) | $39,921 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,469 | $57,610-10.7% | $154,803-66.8% | $102,872-50.0% |
| Participation rate | 99.4% | 59.5%+39.9pp | 78.1%+21.3pp | 73.0%+26.4pp |
| Annual return | 17.73% | 30.49%-12.8pp | 58.88%-41.2pp | 19.06%-1.3pp |
| Employer contribution / active EE | $2,921 | $1,883+55.1% | $4,305-32.2% | $3,526-17.2% |
| Participant deferral / active EE | $4,900 | $2,914+68.1% | $5,540-11.6% | $5,535-11.5% |
| Admin fee / account holder | $100 | $368-72.7% | $14,329-99.3% | $292-65.7% |