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 Filed as: NEWPORT GROUP INC. Service code 15 · EIN 27-2037969 | Recordkeeping | $13,820 |
PNC BANK, N.A.5+ years Filed as: PNC BANK, NATIONAL ASSOCIATION Service code 25 · EIN 22-1146430 | Directed Trustee | $8,613 |
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 | $105,497 | $65,376+61.4% | $87,100+21.1% | $65,185+61.8% |
| Participation rate | 94.3% | 75.3%+19.0pp | 76.9%+17.4pp | 70.2%+24.1pp |
| Annual return | 21.86% | 31.27%-9.4pp | 28.19%-6.3pp | 29.38%-7.5pp |
| Employer contribution / active EE | $2,375 | $1,822+30.3% | $2,521-5.8% | $2,177+9.1% |
| Participant deferral / active EE | $5,617 | $3,388+65.8% | $4,049+38.7% | $3,514+59.9% |
| Admin fee / account holder | $165 | $520-68.3% | $7,497-97.8% | $847-80.5% |