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 | $58,851 |
PNC BANK, N.A.2 years Filed as: PNC INSTITUTIONAL ASSET MANAGEMENT Service code 27 · EIN 22-1146430 | Advisory (Plan) | $30,046 |
NEWPORT GROUP, INC.1 year Filed as: NEWPORT TRUST COMPANY Service code 21 · EIN 27-4411131 | Bank Trustee | $11,406 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,347 | $52,208+69.2% | $86,612+2.0% | $74,419+18.7% |
| Participation rate | 98.9% | 66.3%+32.6pp | 71.7%+27.2pp | 70.7%+28.2pp |
| Annual return | 8.42% | 44.46%-36.0pp | 591.07%-582.7pp | 34.38%-26.0pp |
| Employer contribution / active EE | $4,063 | $2,282+78.0% | $3,022+34.4% | $2,637+54.0% |
| Participant deferral / active EE | $0 | $3,383-100.0% | $4,438-100.0% | $4,528-100.0% |
| Admin fee / account holder | $254 | $319-20.4% | $5,614-95.5% | $348-27.0% |