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 | $47,105+55.9% | $68,368+7.4% | $67,986+8.0% |
| Participation rate | 77.5% | 51.8%+25.7pp | 73.8%+3.7pp | 57.2%+20.3pp |
| Annual return | 9.31% | 48.37%-39.1pp | 292.57%-283.3pp | 31.67%-22.4pp |
| Employer contribution / active EE | $4,144 | $1,859+123.0% | $2,649+56.4% | $2,019+105.3% |
| Participant deferral / active EE | $0 | $2,374-100.0% | $4,123-100.0% | $3,358-100.0% |
| Admin fee / account holder | $262 | $2,435-89.3% | $5,150-94.9% | $3,203-91.8% |