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.2 years Filed as: NEWPORT GROUP INC Service code 15 · EIN 27-2037969 | Recordkeeping | $126,395 |
PNC BANK, N.A.1 year Filed as: PNC 4 BPS Service code 38 · EIN 22-1146430 | Participant Communication | $39,575 |
PNC BANK, N.A.1 year Filed as: PNC BANK, N. A. Service code 25 · EIN 22-1146430 | Directed Trustee | $2,698 |
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 | $42,339 | $85,135-50.3% | $98,907-57.2% | $73,409-42.3% |
| Participation rate | 96.4% | 81.1%+15.3pp | 76.0%+20.4pp | 72.2%+24.2pp |
| Annual return | 10.20% | 19.14%-8.9pp | 196.43%-186.2pp | 59.29%-49.1pp |
| Employer contribution / active EE | $1,734 | $2,721-36.3% | $2,689-35.5% | $2,234-22.3% |
| Participant deferral / active EE | $2,958 | $4,349-32.0% | $4,244-30.3% | $3,805-22.3% |
| Admin fee / account holder | $130 | $139-6.4% | $6,642-98.0% | $158-17.4% |