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 |
|---|---|---|
PNC BANK, N.A.5+ years Service code 59 · EIN 25-1211909 | Shareholder Servicing | $9,335 |
NEWPORT GROUP, INC.1 year Service code 15 · EIN 27-2037969 | Recordkeeping | $6,821 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,556 | $52,953-34.7% | $172,739-80.0% | $65,185-47.0% |
| Participation rate | 61.3% | 66.2%-4.9pp | 82.6%-21.4pp | 70.2%-8.9pp |
| Annual return | 25.70% | 30.12%-4.4pp | 802.84%-777.1pp | 29.38%-3.7pp |
| Employer contribution / active EE | $152 | $2,190-93.0% | $5,143-97.0% | $2,177-93.0% |
| Participant deferral / active EE | $1,545 | $2,471-37.5% | $5,198-70.3% | $3,514-56.0% |
| Admin fee / account holder | $73 | $472-84.5% | $13,954-99.5% | $847-91.4% |