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 | $18,687 |
PNC BANK, N.A.5+ years Service code 25 · EIN 22-1146430 | Directed Trustee | $14,147 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $140,915 | $89,355+57.7% | $141,162-0.2% | $72,985+93.1% |
| Participation rate | 88.3% | 75.1%+13.2pp | 82.5%+5.9pp | 69.5%+18.8pp |
| Annual return | 26.01% | 111.85%-85.8pp | 71.39%-45.4pp | 81.00%-55.0pp |
| Employer contribution / active EE | $2,432 | $3,114-21.9% | $4,735-48.6% | $2,440-0.3% |
| Participant deferral / active EE | $10,552 | $5,418+94.8% | $6,709+57.3% | $3,607+192.5% |
| Admin fee / account holder | $325 | $5,958-94.5% | $10,261-96.8% | $5,124-93.7% |