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 |
|---|---|---|
PNC BANK, N.A.2 years Filed as: PNC INSTITUTIONAL ASSET MANAGEMENT Service code 27 · EIN 22-1146430 | Advisory (Plan) | $30,094 |
NEWPORT GROUP, INC.5 years Service code 15 · EIN 27-2037969 | Recordkeeping | $19,824 |
NEWPORT GROUP, INC.2 years Filed as: NEWPORT TRUST COMPANY Service code 21 · EIN 27-4411131 | Bank Trustee | $15,047 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,443 | $65,390+85.7% | $169,368-28.3% | $71,457+70.0% |
| Participation rate | 90.3% | 67.0%+23.4pp | 77.1%+13.2pp | 67.9%+22.4pp |
| Annual return | 18.84% | 21.31%-2.5pp | 405.60%-386.8pp | 28.85%-10.0pp |
| Employer contribution / active EE | $2,847 | $2,079+37.0% | $4,013-29.0% | $2,588+10.0% |
| Participant deferral / active EE | $9,120 | $4,367+108.8% | $6,221+46.6% | $4,289+112.6% |
| Admin fee / account holder | $146 | $1,324-89.0% | $9,003-98.4% | $1,587-90.8% |