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 | $7,870 |
PNC BANK, N.A.3 years Service code 25 · EIN 22-1146430 | Directed Trustee | $6,914 |
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 | $18,979 | $51,620-63.2% | $90,281-79.0% | $65,185-70.9% |
| Participation rate | 71.0% | 68.6%+2.4pp | 73.3%-2.2pp | 70.2%+0.8pp |
| Annual return | 22.74% | 24.94%-2.2pp | 78.10%-55.4pp | 29.38%-6.6pp |
| Employer contribution / active EE | $1,196 | $2,235-46.5% | $2,854-58.1% | $2,177-45.1% |
| Participant deferral / active EE | $1,255 | $2,871-56.3% | $3,885-67.7% | $3,514-64.3% |
| Admin fee / account holder | $123 | $384-67.9% | $5,351-97.7% | $847-85.5% |