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 · EIN 22-1146430 | Advisory (Plan) | $18,856 |
NEWPORT GROUP, INC.6 years Service code 15 · EIN 27-2037969 | Recordkeeping | $18,171 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,431 | $56,317+30.4% | $71,209+3.1% | $74,304-1.2% |
| Participation rate | 77.5% | 55.1%+22.4pp | 73.8%+3.7pp | 60.3%+17.2pp |
| Annual return | 9.31% | 42.83%-33.5pp | 282.51%-273.2pp | 29.43%-20.1pp |
| Employer contribution / active EE | $4,144 | $2,160+91.9% | $2,721+52.3% | $2,241+84.9% |
| Participant deferral / active EE | $0 | $2,788-100.0% | $4,175-100.0% | $3,767-100.0% |
| Admin fee / account holder | $262 | $2,290-88.6% | $5,349-95.1% | $2,969-91.2% |