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.2 years Filed as: PNC INSTITUTIONAL ASSET MANAGEMENT Service code 27 1600 MARKET ST · PHILADELPHIA, PA 19103 | Advisory (Plan) | $14,199 |
NEWPORT GROUP, INC.2 years Service code 37 · EIN 27-2037969 | Loan Processing | $835 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,839 | $91,407-19.2% | $135,903-45.7% | $71,457+3.3% |
| Participation rate | 97.3% | 75.7%+21.7pp | 81.9%+15.4pp | 67.9%+29.4pp |
| Annual return | 20.28% | 29.90%-9.6pp | 68.23%-48.0pp | 28.85%-8.6pp |
| Employer contribution / active EE | $4,424 | $3,703+19.5% | $4,856-8.9% | $2,588+71.0% |
| Participant deferral / active EE | $8,577 | $7,092+20.9% | $7,758+10.6% | $4,289+100.0% |
| Admin fee / account holder | $80 | $1,266-93.7% | $10,762-99.3% | $1,587-95.0% |