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.4 years Service code 15 · EIN 27-2037969 | Recordkeeping | $91,202 |
PNC BANK, N.A.1 year Filed as: PNC ASSET MANAGEMENT Service code 27 · EIN 22-1146430 | Advisory (Plan) | $16,057 |
NEWPORT GROUP, INC.1 year Filed as: NEWPORT TRUST COMPANY Service code 21 · EIN 27-4411131 | Bank Trustee | $7,013 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,211 | $46,292+58.1% | $143,757-49.1% | $64,808+13.0% |
| Participation rate | 65.9% | 64.2%+1.7pp | 80.3%-14.4pp | 71.5%-5.5pp |
| Annual return | -13.87% | -10.05%-3.8pp | -0.04%-13.8pp | 32.82%-46.7pp |
| Employer contribution / active EE | $3,493 | $1,910+82.9% | $4,951-29.4% | $2,506+39.4% |
| Participant deferral / active EE | $7,225 | $2,646+173.1% | $5,637+28.2% | $4,310+67.6% |
| Admin fee / account holder | $160 | $154+4.2% | $14,673-98.9% | $188-14.7% |