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 |
|---|---|---|
PNC BANK, N.A.5+ years Service code 25 · EIN 22-1146430 | Directed Trustee | $58,825 |
NEWPORT GROUP, INC.1 year Service code 15 · EIN 27-2037969 | Recordkeeping | $51,882 |
Participant contribution per participant 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 | $47,410 | $74,347-36.2% | $93,606-49.4% | $67,579-29.8% |
| Participation rate | 72.4% | 80.6%-8.2pp | 75.8%-3.4pp | 71.3%+1.1pp |
| Annual return | 21.32% | 28.07%-6.8pp | 32.76%-11.4pp | 378.56%-357.2pp |
| Employer contribution / active EE | $1,362 | $2,583-47.3% | $2,718-49.9% | $2,148-36.6% |
| Participant deferral / active EE | $985 | $4,060-75.7% | $4,069-75.8% | $3,539-72.2% |
| Admin fee / account holder | $142 | $123+15.6% | $7,888-98.2% | $142-0.4% |