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.4 years Service code 15 · EIN 27-2037969 | Recordkeeping | $49,124 |
PNC BANK, N.A.1 year Filed as: PNC INSTITUTIONAL ASSET MANAGEMENT Service code 26 · EIN 22-1146430 | Advisory (Participants) | $10,238 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,514 | $59,107+93.7% | $86,436+32.5% | $68,494+67.2% |
| Participation rate | 83.3% | 75.2%+8.1pp | 80.3%+3.0pp | 67.9%+15.4pp |
| Annual return | -16.26% | -0.23%-16.0pp | 4394.89%-4411.2pp | -7.84%-8.4pp |
| Employer contribution / active EE | $1,534 | $2,519-39.1% | $3,769-59.3% | $2,596-40.9% |
| Participant deferral / active EE | $4,998 | $5,901-15.3% | $6,952-28.1% | $4,027+24.1% |
| Admin fee / account holder | $626 | $5,637-88.9% | $6,731-90.7% | $5,403-88.4% |