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.3 years Filed as: PNC INSTITUTIONAL ASSET MANAGEMENT Service code 27 · EIN 22-1146430 | Advisory (Plan) | $33,938 |
NEWPORT GROUP, INC.6 years Service code 15 · EIN 27-2037969 | Recordkeeping | $23,569 |
NEWPORT GROUP, INC.3 years Filed as: NEWPORT TRUST COMPANY Service code 21 · EIN 27-4411131 | Bank Trustee | $16,969 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,875 | $73,360+87.9% | $177,989-22.5% | $74,495+85.1% |
| Participation rate | 90.3% | 66.6%+23.7pp | 77.1%+13.2pp | 67.2%+23.1pp |
| Annual return | 15.54% | 17.49%-1.9pp | 294.48%-278.9pp | 1364.94%-1349.4pp |
| Employer contribution / active EE | $3,244 | $2,216+46.4% | $3,949-17.8% | $2,623+23.7% |
| Participant deferral / active EE | $9,118 | $4,513+102.0% | $6,276+45.3% | $4,346+109.8% |
| Admin fee / account holder | $176 | $1,808-90.3% | $10,363-98.3% | $1,942-91.0% |