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 | $11,944 |
PNC BANK, N.A.3 years Filed as: PNC BANK N.A. Service code 25 · EIN 22-1146430 | Directed Trustee | $10,296 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $47,159 | $65,376-27.9% | $87,100-45.9% | $65,185-27.7% |
| Participation rate | 66.4% | 75.3%-8.9pp | 76.9%-10.5pp | 70.2%-3.8pp |
| Annual return | 22.28% | 31.27%-9.0pp | 28.19%-5.9pp | 29.38%-7.1pp |
| Employer contribution / active EE | $3,075 | $1,822+68.7% | $2,521+22.0% | $2,177+41.3% |
| Participant deferral / active EE | $7,012 | $3,388+106.9% | $4,049+73.2% | $3,514+99.5% |
| Admin fee / account holder | $124 | $520-76.1% | $7,497-98.3% | $847-85.3% |