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 | $85,515-0.1% | $112,040-23.8% | $67,986+25.6% |
| Participation rate | 74.7% | 68.2%+6.5pp | 76.5%-1.8pp | 57.2%+17.5pp |
| Annual return | 12.66% | 29.68%-17.0pp | 24.52%-11.9pp | 31.67%-19.0pp |
| Employer contribution / active EE | $704 | $2,191-67.9% | $2,954-76.2% | $2,019-65.1% |
| Participant deferral / active EE | $4,220 | $4,014+5.1% | $5,098-17.2% | $3,358+25.7% |
| Admin fee / account holder | $365 | $3,774-90.3% | $12,098-97.0% | $3,203-88.6% |