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 Service code 15 · EIN 27-2037969 | Recordkeeping | $17,775 |
PNC BANK, N.A.1 year Filed as: PNC INSTITUTIONAL ASSET MANAGEMENT Service code 28 · EIN 22-1146430 | Investment Management | $15,427 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,984 | $84,487+18.3% | $125,339-20.2% | $66,914+49.4% |
| Participation rate | 92.2% | 76.4%+15.7pp | 82.4%+9.8pp | 69.8%+22.4pp |
| Annual return | -16.32% | -8.39%-7.9pp | 572.05%-588.4pp | 1.58%-17.9pp |
| Employer contribution / active EE | $3,196 | $3,553-10.0% | $4,814-33.6% | $2,544+25.6% |
| Participant deferral / active EE | $10,355 | $6,781+52.7% | $7,446+39.1% | $4,237+144.4% |
| Admin fee / account holder | $180 | $685-73.7% | $10,010-98.2% | $593-69.6% |