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 | $42,615 |
PNC BANK, N.A.1 year Filed as: PNC INSTITUTIONAL ASSET MANAGEMENT Service code 27 · EIN 22-1146430 | Advisory (Plan) | $17,919 |
NEWPORT GROUP, INC.1 year Filed as: NEWPORT TRUST COMPANY Service code 21 · EIN 27-4411131 | Bank Trustee | $9,000 |
MARCUM LLP7 years Service code 10 · EIN 11-1986323 | Accounting | $7,488 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,941 | $59,159+70.6% | $159,960-36.9% | $66,914+50.9% |
| Participation rate | 92.8% | 68.1%+24.6pp | 78.0%+14.8pp | 69.8%+23.0pp |
| Annual return | -17.34% | -12.26%-5.1pp | 408.60%-425.9pp | 1.58%-18.9pp |
| Employer contribution / active EE | $2,635 | $1,983+32.9% | $4,226-37.6% | $2,544+3.6% |
| Participant deferral / active EE | $8,657 | $4,395+97.0% | $6,182+40.0% | $4,237+104.3% |
| Admin fee / account holder | $162 | $591-72.6% | $8,698-98.1% | $593-72.7% |