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.2 years Service code 25 · EIN 22-1146430 | Directed Trustee | $23,960 |
NEWPORT GROUP, INC.1 year Service code 15 · EIN 27-2037969 | Recordkeeping | $11,993 |
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 | $104,102 | $49,138+111.9% | $84,015+23.9% | $65,185+59.7% |
| Participation rate | 100.0% | 60.7%+39.3pp | 69.0%+31.0pp | 70.2%+29.8pp |
| Annual return | 22.30% | 23.00%-0.7pp | 71.31%-49.0pp | 29.38%-7.1pp |
| Employer contribution / active EE | $3,637 | $914+298.1% | $1,983+83.4% | $2,177+67.1% |
| Participant deferral / active EE | $5,356 | $2,397+123.5% | $3,239+65.4% | $3,514+52.4% |
| Admin fee / account holder | $218 | $543-59.8% | $6,101-96.4% | $847-74.2% |