Filed August 26, 2025
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 | $19,024 |
PNC BANK, N.A.3 years Filed as: PNC INSTITUTIONAL ASSET MANAGEMENT Service code 27 · EIN 22-1146430 | Advisory (Plan) | $12,139 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,635 | $52,406+19.5% | $129,207-51.5% | $74,495-15.9% |
| Participation rate | 77.9% | 53.8%+24.1pp | 69.6%+8.3pp | 67.2%+10.7pp |
| Annual return | 14.36% | 15.66%-1.3pp | 9417.33%-9403.0pp | 1364.94%-1350.6pp |
| Employer contribution / active EE | $1,533 | $1,531+0.1% | $4,153-63.1% | $2,623-41.6% |
| Participant deferral / active EE | $3,822 | $2,794+36.8% | $4,168-8.3% | $4,346-12.1% |
| Admin fee / account holder | $260 | $2,633-90.1% | $7,715-96.6% | $1,942-86.6% |