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.6 years Service code 15 · EIN 27-2037969 | Recordkeeping | $57,439 |
PNC BANK, N.A.3 years Filed as: PNC INSTITUTIONAL ASSET MANAGEMENT Service code 27 · EIN 22-1146430 | Advisory (Plan) | $41,381 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,670 | $106,110+6.2% | $147,005-23.4% | $77,671+45.1% |
| Participation rate | 90.0% | 78.4%+11.6pp | 82.2%+7.8pp | 70.6%+19.4pp |
| Annual return | 12.08% | 56.77%-44.7pp | 418.76%-406.7pp | 31.21%-19.1pp |
| Employer contribution / active EE | $2,622 | $4,065-35.5% | $4,934-46.9% | $2,726-3.8% |
| Participant deferral / active EE | $5,079 | $7,992-36.4% | $8,070-37.1% | $4,648+9.3% |
| Admin fee / account holder | $200 | $338-40.6% | $13,006-98.5% | $430-53.4% |