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.3 years Filed as: PNC INSTITUTIONAL ASSET MANAGEMENT Service code 27 · EIN 22-1146430 | Advisory (Plan) | $48,851 |
NEWPORT GROUP, INC.6 years Service code 15 · EIN 27-2037969 | Recordkeeping | $38,416 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $356,704 | $96,484+269.7% | $156,263+128.3% | $74,304+380.1% |
| Participation rate | 95.3% | 67.7%+27.7pp | 78.9%+16.4pp | 60.3%+35.0pp |
| Annual return | 13.49% | 17.73%-4.2pp | 59.47%-46.0pp | 29.43%-15.9pp |
| Employer contribution / active EE | $16,867 | $2,528+567.1% | $4,333+289.3% | $2,241+652.6% |
| Participant deferral / active EE | $10,096 | $4,286+135.5% | $6,158+63.9% | $3,767+168.0% |
| Admin fee / account holder | $602 | $3,728-83.9% | $14,255-95.8% | $2,969-79.7% |