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.6 years Service code 15 · EIN 27-2037969 | Recordkeeping | $63,756 |
PNC BANK, N.A.2 years Filed as: PNC INSTITUTIONAL ASSET MANAGEMENT Service code 27 · EIN 22-1146430 | Advisory (Plan) | $29,484 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,580 | $88,982-11.7% | $102,438-23.3% | $77,671+1.2% |
| Participation rate | 77.8% | 80.9%-3.2pp | 76.5%+1.3pp | 70.6%+7.2pp |
| Annual return | 16.25% | 25.01%-8.8pp | 29.37%-13.1pp | 31.21%-15.0pp |
| Employer contribution / active EE | $2,805 | $2,698+4.0% | $3,024-7.2% | $2,726+2.9% |
| Participant deferral / active EE | $3,391 | $5,144-34.1% | $5,054-32.9% | $4,648-27.1% |
| Admin fee / account holder | $263 | $236+11.6% | $9,448-97.2% | $430-38.9% |