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 15 · EIN 27-2037969 | Recordkeeping | $73,919 |
PNC BANK, N.A.1 year Filed as: PNC INSTITUTIONAL ASSET MANAGEMENT Service code 27 · EIN 22-1146430 | Advisory (Plan) | $39,352 |
NEWPORT GROUP, INC.2 years Filed as: NEWPORT TRUST COMPANY Service code 21 · EIN 27-4411131 | Bank Trustee | $17,116 |
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 | $97,671 | $47,126+107.3% | $149,673-34.7% | $74,419+31.2% |
| Participation rate | 66.9% | 63.4%+3.5pp | 78.8%-11.9pp | 70.7%-3.9pp |
| Annual return | 17.80% | 22.75%-4.9pp | 134.42%-116.6pp | 34.38%-16.6pp |
| Employer contribution / active EE | $4,258 | $1,905+123.5% | $4,818-11.6% | $2,637+61.5% |
| Participant deferral / active EE | $7,641 | $2,728+180.1% | $5,680+34.5% | $4,528+68.7% |
| Admin fee / account holder | $190 | $343-44.5% | $13,210-98.6% | $348-45.4% |