Filed March 31, 2025
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 Service code 13 · EIN 27-2037969 | Contract Administrator | $34,126 |
PNC BANK, N.A.1 year Filed as: PNC INSTITUTIONAL ASSET MANAGEMENT Service code 26 · EIN 22-1146430 | Advisory (Participants) | $12,255 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,351 | $104,607-69.1% | $96,544-66.5% | - |
| Participation rate | 97.0% | 76.2%+20.8pp | 76.0%+21.0pp | - |
| Annual return | 15.94% | 9.56%+6.4pp | 25.84%-9.9pp | - |
| Employer contribution / active EE | $3,287 | $2,147+53.1% | $2,965+10.9% | - |
| Participant deferral / active EE | $5,524 | $4,312+28.1% | $4,851+13.9% | - |
| Admin fee / account holder | $180 | $45,340-99.6% | $8,252-97.8% | - |