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 |
|---|---|---|
PNC BANK, N.A.1 year Filed as: PNC BANK, N.A Service code 25 · EIN 22-1146430 | Directed Trustee | $22,754 |
NEWPORT GROUP, INC.1 year Service code 15 · EIN 27-2037969 | Recordkeeping | $18,080 |
PNC BANK, N.A.1 year Service code 28 · EIN 22-1146430 | Investment Management | $10,360 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $72,463 | $62,928+15.2% | $172,739-58.1% | $67,579+7.2% |
| Participation rate | 60.8% | 64.5%-3.7pp | 82.6%-21.9pp | 71.3%-10.5pp |
| Annual return | 24.11% | 30.36%-6.2pp | 802.84%-778.7pp | 378.56%-354.4pp |
| Employer contribution / active EE | $3,444 | $1,636+110.5% | $5,143-33.0% | $2,148+60.3% |
| Participant deferral / active EE | $5,804 | $2,145+170.6% | $5,198+11.7% | $3,539+64.0% |
| Admin fee / account holder | $154 | $167-7.8% | $13,954-98.9% | $142+8.0% |