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 | $16,999 |
PNC BANK, N.A.5+ years Service code 25 · EIN 22-1146430 | Directed Trustee | $16,301 |
Participant 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 | $5,914 | $52,953-88.8% | $172,739-96.6% | $65,185-90.9% |
| Participation rate | 99.6% | 66.2%+33.4pp | 82.6%+16.9pp | 70.2%+29.4pp |
| Annual return | 22.45% | 30.12%-7.7pp | 802.84%-780.4pp | 29.38%-6.9pp |
| Employer contribution / active EE | $711 | $2,190-67.5% | $5,143-86.2% | $2,177-67.4% |
| Participant deferral / active EE | $629 | $2,471-74.5% | $5,198-87.9% | $3,514-82.1% |
| Admin fee / account holder | $99 | $472-79.0% | $13,954-99.3% | $847-88.3% |