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 15 · EIN 27-2037969 | Recordkeeping | $12,900 |
PNC BANK, N.A.5+ years Service code 25 · EIN 22-1146430 | Directed Trustee | $10,953 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,123 | $73,404-79.4% | $87,100-82.6% | $67,579-77.6% |
| Participation rate | 100.0% | 80.9%+19.1pp | 76.9%+23.1pp | 71.3%+28.7pp |
| Annual return | 18.86% | 48.29%-29.4pp | 28.19%-9.3pp | 378.56%-359.7pp |
| Employer contribution / active EE | $780 | $2,014-61.3% | $2,521-69.1% | $2,148-63.7% |
| Participant deferral / active EE | $682 | $3,913-82.6% | $4,049-83.1% | $3,539-80.7% |
| Admin fee / account holder | $65 | $142-53.9% | $7,497-99.1% | $142-54.2% |