See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
PNC BANK, N.A.2 years Filed as: PNC INSTITUTIONAL ASSET MANAGEMENT Service code 27 1600 MARKET ST · PHILADELPHIA, PA 19103 | Advisory (Plan) | $13,051 |
NEWPORT GROUP, INC.5 years Service code 37 · EIN 27-2037969 | Loan Processing | $7,701 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,236 | $91,407+39.2% | $135,903-6.4% | $71,457+78.1% |
| Participation rate | 90.1% | 75.7%+14.5pp | 81.9%+8.2pp | 67.9%+22.2pp |
| Annual return | 18.26% | 29.90%-11.6pp | 68.23%-50.0pp | 28.85%-10.6pp |
| Employer contribution / active EE | $3,292 | $3,703-11.1% | $4,856-32.2% | $2,588+27.2% |
| Participant deferral / active EE | $11,051 | $7,092+55.8% | $7,758+42.5% | $4,289+157.7% |
| Admin fee / account holder | $101 | $1,266-92.1% | $10,762-99.1% | $1,587-93.7% |