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.5 years Service code 15 · EIN 27-2037969 | Recordkeeping | $45,982 |
PNC BANK, N.A.3 years Filed as: PNC INSTITUTIONAL ASSET MANAGEMENT Service code 27 · EIN 22-1146430 | Advisory (Plan) | $34,178 |
NEWPORT GROUP, INC.2 years Filed as: NEWPORT TRUST COMPANY Service code 21 · EIN 27-4411131 | Bank Trustee | $10,254 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,800 | $65,908+52.9% | $81,812+23.2% | $77,643+29.8% |
| Participation rate | 99.6% | 65.8%+33.8pp | 72.3%+27.3pp | 70.6%+29.1pp |
| Annual return | 17.26% | 26.64%-9.4pp | 773.79%-756.5pp | 31.24%-14.0pp |
| Employer contribution / active EE | $4,383 | $2,370+84.9% | $2,912+50.5% | $2,726+60.8% |
| Participant deferral / active EE | $0 | $3,505-100.0% | $4,319-100.0% | $4,647-100.0% |
| Admin fee / account holder | $245 | $526-53.4% | $7,386-96.7% | $430-43.1% |