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.5 years Service code 13 · EIN 27-2037969 | Contract Administrator | $45,263 |
PNC BANK, N.A.2 years Filed as: PNC ASSET MANAGEMENT Service code 27 · EIN 22-1146430 | Advisory (Plan) | $24,845 |
FORVIS MAZARS, LLP1 year Service code 10 · EIN 44-0160260 | Accounting | $11,865 |
Service code 64 · EIN 39-6040276 | Recordkeeping Fees | $0 |
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 | $73,462 | $71,516+2.7% | $98,439-25.4% | $71,457+2.8% |
| Participation rate | 87.9% | 72.7%+15.2pp | 75.2%+12.8pp | 67.9%+20.0pp |
| Annual return | 16.22% | 32.41%-16.2pp | 21.16%-4.9pp | 28.85%-12.6pp |
| Employer contribution / active EE | $2,612 | $2,399+8.9% | $3,048-14.3% | $2,588+1.0% |
| Participant deferral / active EE | $3,575 | $4,109-13.0% | $4,738-24.5% | $4,289-16.6% |
| Admin fee / account holder | $320 | $1,675-80.9% | $8,948-96.4% | $1,587-79.8% |