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 13 · EIN 27-2037969 | Contract Administrator | $44,852 |
FORVIS MAZARS, LLP1 year Filed as: FORVIS, LLP Service code 10 · EIN 44-0160260 | Accounting | $14,930 |
PNC BANK, N.A.1 year Filed as: PNC ASSET MANAGEMENT Service code 27 · EIN 22-1146430 | Advisory (Plan) | $14,560 |
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 | $66,429 | $72,607-8.5% | $90,749-26.8% | $66,914-0.7% |
| Participation rate | 86.5% | 73.7%+12.8pp | 75.7%+10.8pp | 69.8%+16.7pp |
| Annual return | -16.80% | -12.28%-4.5pp | -12.16%-4.6pp | 1.58%-18.4pp |
| Employer contribution / active EE | $2,379 | $2,369+0.4% | $2,921-18.5% | $2,544-6.5% |
| Participant deferral / active EE | $3,726 | $3,977-6.3% | $4,564-18.4% | $4,237-12.0% |
| Admin fee / account holder | $305 | $707-56.9% | $8,445-96.4% | $593-48.6% |