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 | $25,519 |
PNC BANK, N.A.5+ years Service code 25 · EIN 22-1146430 | Directed Trustee | $23,492 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $95,143 | $89,652+6.1% | $141,162-32.6% | $65,185+46.0% |
| Participation rate | 80.2% | 74.7%+5.5pp | 82.5%-2.3pp | 70.2%+10.0pp |
| Annual return | 24.46% | 32.79%-8.3pp | 71.39%-46.9pp | 29.38%-4.9pp |
| Employer contribution / active EE | $766 | $3,065-75.0% | $4,735-83.8% | $2,177-64.8% |
| Participant deferral / active EE | $4,239 | $5,691-25.5% | $6,709-36.8% | $3,514+20.6% |
| Admin fee / account holder | $462 | $569-18.7% | $10,261-95.5% | $847-45.4% |