See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.5 years Service code 14 · EIN 27-2037969 | Plan Administrator | $29,039 |
PNC BANK, N.A.2 years Filed as: PNC ASSET MANAGEMENT Service code 13 · EIN 22-1146430 | Contract Administrator | $25,656 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,126 | $53,345+95.2% | $121,098-14.0% | $74,419+39.9% |
| Participation rate | 30.4% | 60.0%-29.6pp | 69.5%-39.1pp | 70.7%-40.4pp |
| Annual return | 15.48% | 35.15%-19.7pp | 985.75%-970.3pp | 34.38%-18.9pp |
| Employer contribution / active EE | $953 | $1,898-49.8% | $4,164-77.1% | $2,637-63.9% |
| Participant deferral / active EE | $1,809 | $3,221-43.8% | $4,080-55.7% | $4,528-60.1% |
| Admin fee / account holder | $274 | $382-28.3% | $5,644-95.1% | $348-21.2% |