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.1 year Service code 15 · EIN 27-2037969 | Recordkeeping | $11,187 |
PNC BANK, N.A.1 year Service code 25 · EIN 22-1146430 | Directed Trustee | $5,289 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,751 | $89,652+20.2% | $141,162-23.7% | $65,185+65.3% |
| Participation rate | 87.9% | 74.7%+13.2pp | 82.5%+5.4pp | 70.2%+17.7pp |
| Annual return | 27.61% | 32.79%-5.2pp | 71.39%-43.8pp | 29.38%-1.8pp |
| Employer contribution / active EE | $3,092 | $3,065+0.9% | $4,735-34.7% | $2,177+42.0% |
| Participant deferral / active EE | $9,545 | $5,691+67.7% | $6,709+42.3% | $3,514+171.6% |
| Admin fee / account holder | $121 | $569-78.7% | $10,261-98.8% | $847-85.7% |