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 12 · EIN 27-2037969 | Claims processing; Recordkeeping and ... | $12,852 |
PNC BANK, N.A.1 year Filed as: PNC INSTITUTIONAL ASSET MANAGEMENT Service code 27 · EIN 22-1146430 | Advisory (Plan) | $5,969 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,409 | $84,487-19.0% | $125,339-45.4% | $66,914+2.2% |
| Participation rate | 98.4% | 76.4%+22.0pp | 82.4%+16.0pp | 69.8%+28.6pp |
| Annual return | -18.70% | -8.39%-10.3pp | 572.05%-590.8pp | 1.58%-20.3pp |
| Employer contribution / active EE | $2,809 | $3,553-20.9% | $4,814-41.6% | $2,544+10.4% |
| Participant deferral / active EE | $9,039 | $6,781+33.3% | $7,446+21.4% | $4,237+113.3% |
| Admin fee / account holder | $118 | $685-82.7% | $10,010-98.8% | $593-80.0% |