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.3 years Filed as: PNC INSTITUTIONAL ASSET MANAGEMENT Service code 27 · EIN 22-1146430 | Advisory (Plan) | $31,499 |
NEWPORT GROUP, INC.6 years Service code 15 · EIN 27-2037969 | Recordkeeping | $18,494 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $148,530 | $101,317+46.6% | $146,958+1.1% | $74,495+99.4% |
| Participation rate | 91.5% | 75.5%+16.0pp | 82.2%+9.4pp | 67.2%+24.3pp |
| Annual return | 15.40% | 8730.91%-8715.5pp | 418.34%-402.9pp | 1364.94%-1349.5pp |
| Employer contribution / active EE | $3,650 | $3,810-4.2% | $4,933-26.0% | $2,623+39.1% |
| Participant deferral / active EE | $11,783 | $7,303+61.3% | $8,070+46.0% | $4,346+171.1% |
| Admin fee / account holder | $228 | $1,739-86.9% | $12,998-98.2% | $1,942-88.2% |