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.3 years Service code 15 · EIN 27-2037969 | Recordkeeping | $79,308 |
PNC BANK, N.A.1 year Filed as: PNC INSTITUTIONAL ASSET MANAGEMENT Service code 27 · EIN 22-1146430 | Advisory (Plan) | $7,223 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,768 | $47,722+73.4% | $82,719+0.1% | $64,808+27.7% |
| Participation rate | 75.9% | 67.6%+8.3pp | 72.6%+3.4pp | 71.5%+4.4pp |
| Annual return | -10.44% | -13.05%+2.6pp | 701.18%-711.6pp | 32.82%-43.3pp |
| Employer contribution / active EE | $3,960 | $2,179+81.7% | $3,009+31.6% | $2,506+58.0% |
| Participant deferral / active EE | $0 | $3,329-100.0% | $4,395-100.0% | $4,310-100.0% |
| Admin fee / account holder | $234 | $143+63.7% | $5,329-95.6% | $188+24.6% |