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.1 year Filed as: NEWPORT GROUP INC Service code 15 · EIN 27-2037969 | Recordkeeping | $74,626 |
PNC BANK, N.A.5+ years Service code 25 · EIN 22-1146430 | Directed Trustee | $62,192 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $41,819 | $96,403-56.6% | $93,606-55.3% | $77,787-46.2% |
| Participation rate | 98.4% | 87.6%+10.8pp | 75.8%+22.6pp | 73.2%+25.2pp |
| Annual return | 18.34% | 39.36%-21.0pp | 32.76%-14.4pp | 32.57%-14.2pp |
| Employer contribution / active EE | $2,193 | $3,616-39.3% | $2,718-19.3% | $2,504-12.4% |
| Participant deferral / active EE | $3,432 | $5,341-35.7% | $4,069-15.7% | $3,967-13.5% |
| Admin fee / account holder | $121 | $90+34.9% | $7,888-98.5% | $100+20.7% |