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.1 year Service code 15 · EIN 27-2037969 | Recordkeeping | $10,596 |
PNC BANK, N.A.5+ years Filed as: PNC BANK, NATIONAL ASSOCIATION Service code 25 · EIN 22-1146430 620 LIBTERTY AVENUE · PITTSBURGH, PA 15222 | Directed Trustee | $9,273 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $8,303 | $52,953-84.3% | $172,739-95.2% | $65,185-87.3% |
| Participation rate | 52.5% | 66.2%-13.7pp | 82.6%-30.1pp | 70.2%-17.7pp |
| Annual return | 21.48% | 30.12%-8.6pp | 802.84%-781.4pp | 29.38%-7.9pp |
| Employer contribution / active EE | $149 | $2,190-93.2% | $5,143-97.1% | $2,177-93.2% |
| Participant deferral / active EE | $765 | $2,471-69.0% | $5,198-85.3% | $3,514-78.2% |
| Admin fee / account holder | $76 | $472-83.8% | $13,954-99.5% | $847-91.0% |