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.1 year Service code 15 · EIN 27-2037969 | Recordkeeping | $6,675 |
PNC BANK, N.A.2 years Service code 25 · EIN 22-1146430 | Directed Trustee | $5,852 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $22,161 | $86,332-74.3% | $125,175-82.3% | $65,185-66.0% |
| Participation rate | 99.2% | 75.3%+23.9pp | 79.8%+19.4pp | 70.2%+29.0pp |
| Annual return | 18.66% | 27.43%-8.8pp | 43.79%-25.1pp | 29.38%-10.7pp |
| Employer contribution / active EE | $1,550 | $2,040-24.0% | $3,865-59.9% | $2,177-28.8% |
| Participant deferral / active EE | $1,954 | $3,537-44.7% | $4,937-60.4% | $3,514-44.4% |
| Admin fee / account holder | $76 | $609-87.5% | $9,702-99.2% | $847-91.0% |