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 Filed as: NEWPORT GROUP, INC Service code 13 · EIN 27-2037969 | Contract Administrator | $30,845 |
PNC BANK, N.A.1 year Filed as: PNC ASSET MANAGEMENT Service code 27 · EIN 22-1146430 | Advisory (Plan) | $12,548 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $139,951 | $84,487+65.6% | $125,339+11.7% | $66,914+109.1% |
| Participation rate | 80.7% | 76.4%+4.3pp | 82.4%-1.6pp | 69.8%+10.9pp |
| Annual return | -15.40% | -8.39%-7.0pp | 572.05%-587.5pp | 1.58%-17.0pp |
| Employer contribution / active EE | $4,949 | $3,553+39.3% | $4,814+2.8% | $2,544+94.5% |
| Participant deferral / active EE | $10,170 | $6,781+50.0% | $7,446+36.6% | $4,237+140.0% |
| Admin fee / account holder | $166 | $685-75.7% | $10,010-98.3% | $593-72.0% |