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.7 years Service code 15 · EIN 27-2037969 | Recordkeeping | $61,188 |
PNC BANK, N.A.4 years Filed as: PNC INSTITUTIONAL ASSET MANAGEMENT Service code 27 · EIN 22-1146430 | Advisory (Plan) | $42,232 |
Annual investment return 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 | $121,350 | $119,446+1.6% | $150,045-19.1% | $85,563+41.8% |
| Participation rate | 88.1% | 75.4%+12.7pp | 82.3%+5.8pp | 66.0%+22.1pp |
| Annual return | 14.50% | 23.72%-9.2pp | 62.55%-48.0pp | 31.51%-17.0pp |
| Employer contribution / active EE | $2,274 | $4,078-44.2% | $4,693-51.6% | $2,654-14.3% |
| Participant deferral / active EE | $5,255 | $7,985-34.2% | $7,997-34.3% | $4,375+20.1% |
| Admin fee / account holder | $212 | $548-61.2% | $13,435-98.4% | $834-74.5% |