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.5 years Filed as: PNC INSTITUTIONAL ASSET MANAGEMENT Service code 27 · EIN 22-1146430 | Advisory (Plan) | $17,977 |
NEWPORT GROUP, INC.10+ years Service code 15 · EIN 27-2037969 | Recordkeeping | $15,548 |
MANAGERS FUNDS1 year Filed as: AMG OPS FEE GROUP Service code 27 PO BOX 952074 · CLEVELAND, OH 441013249 | Advisory (Plan) | $8,177 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,424 | $87,870-2.8% | $113,168-24.5% | $74,304+15.0% |
| Participation rate | 74.7% | 70.7%+3.9pp | 76.6%-1.9pp | 60.3%+14.3pp |
| Annual return | 12.66% | 26.44%-13.8pp | 24.27%-11.6pp | 29.43%-16.8pp |
| Employer contribution / active EE | $704 | $2,277-69.1% | $2,975-76.4% | $2,241-68.6% |
| Participant deferral / active EE | $4,220 | $4,241-0.5% | $5,107-17.4% | $3,767+12.0% |
| Admin fee / account holder | $365 | $3,368-89.2% | $12,068-97.0% | $2,969-87.7% |