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 |
|---|---|---|
NEWPORT GROUP, INC.4 years Service code 15 · EIN 27-2037969 | Recordkeeping | $20,078 |
PNC BANK, N.A.1 year Filed as: PNC BANK Service code 26 · EIN 22-1146430 300 FIFTH AVENUE · PITTSBURGH, PA 15222 | Advisory (Participants) | $8,641 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,819 | $84,487-43.4% | $125,339-61.8% | $66,914-28.5% |
| Participation rate | 71.1% | 76.4%-5.3pp | 82.4%-11.3pp | 69.8%+1.3pp |
| Annual return | -14.73% | -8.39%-6.3pp | 572.05%-586.8pp | 1.58%-16.3pp |
| Employer contribution / active EE | $171 | $3,553-95.2% | $4,814-96.5% | $2,544-93.3% |
| Participant deferral / active EE | $3,439 | $6,781-49.3% | $7,446-53.8% | $4,237-18.8% |
| Admin fee / account holder | $177 | $685-74.1% | $10,010-98.2% | $593-70.1% |