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 | $30,357 |
PNC BANK, N.A.5+ years Service code 25 · EIN 25-1211909 | Directed Trustee | $23,747 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $39,232 | $52,953-25.9% | $172,739-77.3% | $65,185-39.8% |
| Participation rate | 100.0% | 66.2%+33.8pp | 82.6%+17.4pp | 70.2%+29.8pp |
| Annual return | 23.67% | 30.12%-6.4pp | 802.84%-779.2pp | 29.38%-5.7pp |
| Employer contribution / active EE | $1,434 | $2,190-34.5% | $5,143-72.1% | $2,177-34.1% |
| Participant deferral / active EE | $2,998 | $2,471+21.3% | $5,198-42.3% | $3,514-14.7% |
| Admin fee / account holder | $311 | $472-34.1% | $13,954-97.8% | $847-63.3% |