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) | $36,611 |
NEWPORT GROUP, INC.6 years Service code 15 · EIN 27-2037969 | Recordkeeping | $12,712 |
NEWPORT GROUP, INC.3 years Filed as: NEWPORT TRUST COMPANY Service code 21 · EIN 27-4411131 | Bank Trustee | $10,605 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $158,824 | $58,923+169.5% | $97,167+63.5% | $74,546+113.1% |
| Participation rate | 80.9% | 63.6%+17.3pp | 72.7%+8.2pp | 67.2%+13.7pp |
| Annual return | 16.85% | 16.04%+0.8pp | 75.27%-58.4pp | 1366.03%-1349.2pp |
| Employer contribution / active EE | $2,673 | $1,894+41.2% | $2,729-2.0% | $2,624+1.9% |
| Participant deferral / active EE | $2,019 | $3,664-44.9% | $4,264-52.6% | $4,347-53.6% |
| Admin fee / account holder | $249 | $1,974-87.4% | $5,650-95.6% | $1,944-87.2% |