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.7 years Service code 15 · EIN 27-2037969 | Recordkeeping | $21,124 |
PNC BANK, N.A.3 years Filed as: PNC INSTITUTIONAL ASSET MANAGEMENT Service code 27 · EIN 22-1146430 | Advisory (Plan) | $19,448 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $89,623 | $56,317+59.1% | $71,209+25.9% | $74,304+20.6% |
| Participation rate | 66.9% | 55.1%+11.8pp | 73.8%-6.8pp | 60.3%+6.6pp |
| Annual return | 11.92% | 42.83%-30.9pp | 282.51%-270.6pp | 29.43%-17.5pp |
| Employer contribution / active EE | $772 | $2,160-64.3% | $2,721-71.6% | $2,241-65.5% |
| Participant deferral / active EE | $2,926 | $2,788+4.9% | $4,175-29.9% | $3,767-22.3% |
| Admin fee / account holder | $341 | $2,290-85.1% | $5,349-93.6% | $2,969-88.5% |