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 26 · EIN 22-1146430 | Advisory (Participants) | $41,681 |
NEWPORT GROUP, INC.5 years Service code 15 · EIN 27-2037969 | Recordkeeping | $24,751 |
NEWPORT GROUP, INC.3 years Filed as: NEWPORT TRUST COMPANY Service code 21 · EIN 27-4411131 | Bank Trustee | $12,504 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $298,989 | $88,083+239.4% | $164,813+81.4% | $74,495+301.4% |
| Participation rate | 98.4% | 73.0%+25.4pp | 78.6%+19.8pp | 67.2%+31.2pp |
| Annual return | 24.11% | 17.26%+6.8pp | 69.93%-45.8pp | 1364.94%-1340.8pp |
| Employer contribution / active EE | $16,032 | $2,593+518.3% | $4,341+269.3% | $2,623+511.2% |
| Participant deferral / active EE | $9,252 | $4,498+105.7% | $6,031+53.4% | $4,346+112.9% |
| Admin fee / account holder | $530 | $2,234-76.3% | $12,690-95.8% | $1,942-72.7% |