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 | $15,778 |
PNC BANK, N.A.1 year Filed as: PNC ASSET MANAGEMENT Service code 27 · EIN 22-1146430 | Advisory (Plan) | $5,256 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,790 | $49,451-37.7% | $79,550-61.3% | $66,914-54.0% |
| Participation rate | 92.7% | 61.3%+31.4pp | 69.5%+23.2pp | 69.8%+22.9pp |
| Annual return | -5.97% | 84.25%-90.2pp | 0.16%-6.1pp | 1.58%-7.6pp |
| Employer contribution / active EE | $0 | $1,266-100.0% | $2,413-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $2,635 | $3,159-16.6% | $3,985-33.9% | $4,237-37.8% |
| Admin fee / account holder | $139 | $595-76.6% | $6,832-98.0% | $593-76.6% |