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 Service code 25 · EIN 22-1146430 | Directed Trustee | $45,540 |
NEWPORT GROUP, INC.1 year Service code 15 · EIN 27-2037969 | Recordkeeping | $45,385 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $116,963 | $50,666+130.9% | $76,817+52.3% | $65,185+79.4% |
| Participation rate | 93.8% | 68.8%+25.0pp | 72.1%+21.7pp | 70.2%+23.6pp |
| Annual return | 20.79% | 28.51%-7.7pp | 1166.11%-1145.3pp | 29.38%-8.6pp |
| Employer contribution / active EE | $7,222 | $1,575+358.6% | $2,302+213.7% | $2,177+231.8% |
| Participant deferral / active EE | $4,492 | $2,647+69.7% | $3,336+34.7% | $3,514+27.8% |
| Admin fee / account holder | $352 | $463-23.9% | $6,420-94.5% | $847-58.4% |