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.5 years Service code 13 · EIN 27-2037969 | Contract Administrator | $14,329 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $12,160 |
PNC BANK, N.A.1 year Filed as: PNC BANK NATIONAL ASSOCIATION Service code 27 · EIN 22-1146430 | Advisory (Plan) | $2,299 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $100 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,297 | $34,932-30.4% | $56,441-57.0% | $74,546-67.4% |
| Participation rate | 49.5% | 32.9%+16.6pp | 52.5%-3.0pp | 67.2%-17.7pp |
| Annual return | 15.31% | 24.90%-9.6pp | 1704.21%-1688.9pp | 1366.03%-1350.7pp |
| Employer contribution / active EE | $384 | $608-36.9% | $1,039-63.1% | $2,624-85.4% |
| Participant deferral / active EE | $1,983 | $1,173+69.1% | $1,953+1.6% | $4,347-54.4% |
| Admin fee / account holder | $211 | $2,359-91.1% | $2,829-92.5% | $1,944-89.2% |