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 14 · EIN 27-2037969 | Plan Administrator | $98,463 |
PNC BANK, N.A.1 year Filed as: PNC INSTITUTIONAL ASSET MANAGEMENT Service code 26 · EIN 22-1146430 | Advisory (Participants) | $15,679 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,304 | $50,199+163.6% | $70,092+88.8% | $66,914+97.7% |
| Participation rate | 98.9% | 66.3%+32.6pp | 70.5%+28.5pp | 69.8%+29.1pp |
| Annual return | -17.85% | -13.85%-4.0pp | 190.73%-208.6pp | 1.58%-19.4pp |
| Employer contribution / active EE | $8,100 | $1,864+334.5% | $2,559+216.5% | $2,544+218.4% |
| Participant deferral / active EE | $5,789 | $3,112+86.0% | $3,849+50.4% | $4,237+36.6% |
| Admin fee / account holder | $474 | $600-21.0% | $6,267-92.4% | $593-20.1% |