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 Service code 15 · EIN 27-2037969 | Recordkeeping | $49,948 |
PNC BANK, N.A.5+ years Service code 25 · EIN 22-1146430 | Directed Trustee | $13,702 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $100,087 | $86,332+15.9% | $125,175-20.0% | $65,185+53.5% |
| Participation rate | 100.0% | 75.3%+24.7pp | 79.8%+20.2pp | 70.2%+29.8pp |
| Annual return | 25.54% | 27.43%-1.9pp | 43.79%-18.3pp | 29.38%-3.8pp |
| Employer contribution / active EE | $1,109 | $2,040-45.6% | $3,865-71.3% | $2,177-49.0% |
| Participant deferral / active EE | $4,641 | $3,537+31.2% | $4,937-6.0% | $3,514+32.1% |
| Admin fee / account holder | $272 | $609-55.3% | $9,702-97.2% | $847-67.9% |