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.1 year Filed as: PNC INSTITUTIONAL ASSET MANAGEMENT Service code 26 202 E WASHINGTON STREET · BLOOMINGTON, IL 61701 | Advisory (Participants) | $34,381 |
NEWPORT GROUP, INC.4 years Service code 15 · EIN 27-2037969 | Recordkeeping | $20,262 |
NEWPORT GROUP, INC.2 years Filed as: NEWPORT TRUST COMPANY Service code 21 · EIN 27-4411131 | Bank Trustee | $10,314 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $234,850 | $82,978+183.0% | $129,995+80.7% | $71,457+228.7% |
| Participation rate | 96.2% | 74.1%+22.1pp | 78.5%+17.7pp | 67.9%+28.3pp |
| Annual return | 4.95% | 20.60%-15.6pp | -137.18%+142.1pp | 28.85%-23.9pp |
| Employer contribution / active EE | $14,422 | $2,622+450.1% | $4,320+233.9% | $2,588+457.3% |
| Participant deferral / active EE | $8,175 | $4,432+84.5% | $5,820+40.5% | $4,289+90.6% |
| Admin fee / account holder | $433 | $1,729-75.0% | $10,614-95.9% | $1,587-72.7% |