See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 4-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.4+ years Service code 13 · EIN 27-2037969 | Contract Administrator | $81,332 |
PNC BANK, N.A.3 years Filed as: PNC INSTITUTIONAL ASSET MANAGEMENT Service code 27 · EIN 22-1146430 | Advisory (Plan) | $47,752 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,805 | $89,436-38.7% | $164,813-66.7% | $77,643-29.4% |
| Participation rate | 66.2% | 78.6%-12.4pp | 78.6%-12.4pp | 70.6%-4.4pp |
| Annual return | 27.21% | 28.83%-1.6pp | 69.93%-42.7pp | 31.24%-4.0pp |
| Employer contribution / active EE | $1,283 | $2,569-50.1% | $4,341-70.4% | $2,726-52.9% |
| Participant deferral / active EE | $6,105 | $4,897+24.7% | $6,031+1.2% | $4,647+31.4% |
| Admin fee / account holder | $179 | $339-47.2% | $12,690-98.6% | $430-58.4% |