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.4 years Service code 15 · EIN 27-2037969 | Recordkeeping | $41,646 |
PNC BANK, N.A.1 year Filed as: PNC INSTITUTIONAL ASSET MANAGEMENT Service code 26 · EIN 22-1146430 | Advisory (Participants) | $6,535 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $36,811 | $65,061-43.4% | $143,757-74.4% | $66,914-45.0% |
| Participation rate | 50.9% | 65.2%-14.3pp | 80.3%-29.4pp | 69.8%-18.9pp |
| Annual return | -13.13% | -11.14%-2.0pp | -0.04%-13.1pp | 1.58%-14.7pp |
| Employer contribution / active EE | $1,745 | $2,361-26.1% | $4,951-64.8% | $2,544-31.4% |
| Participant deferral / active EE | $3,098 | $2,919+6.1% | $5,637-45.0% | $4,237-26.9% |
| Admin fee / account holder | $319 | $502-36.4% | $14,673-97.8% | $593-46.2% |