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 Filed as: NEWPORT GROUP, INC Service code 13 · EIN 27-2037969 | Contract Administrator | $40,378 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $14,601 |
PNC BANK, N.A.2 years Filed as: PNC ASSET MANAGEMENT Service code 27 · EIN 22-1146430 | Advisory (Plan) | $5,951 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $171,501 | $91,407+87.6% | $135,903+26.2% | $71,457+140.0% |
| Participation rate | 82.3% | 75.7%+6.7pp | 81.9%+0.4pp | 67.9%+14.4pp |
| Annual return | 18.64% | 29.90%-11.3pp | 68.23%-49.6pp | 28.85%-10.2pp |
| Employer contribution / active EE | $5,312 | $3,703+43.4% | $4,856+9.4% | $2,588+105.3% |
| Participant deferral / active EE | $11,313 | $7,092+59.5% | $7,758+45.8% | $4,289+163.8% |
| Admin fee / account holder | $265 | $1,266-79.1% | $10,762-97.5% | $1,587-83.3% |