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.6 years Service code 15 · EIN 27-2037969 | Recordkeeping | $108,295 |
PNC BANK, N.A.3 years Filed as: PNC INSTITUTIONAL ASSET MANAGEMENT Service code 27 · EIN 22-1146430 | Advisory (Plan) | $68,763 |
NEWPORT GROUP, INC.2 years Filed as: NEWPORT TRUST COMPANY Service code 20 · EIN 27-4411131 | Trustee (discretionary); Trustee (ban... | $19,586 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,837 | $139,767-41.4% | $153,432-46.7% | $199,768-59.0% |
| Participation rate | 56.5% | 85.1%-28.6pp | 77.1%-20.6pp | 72.0%-15.5pp |
| Annual return | 13.39% | 20.59%-7.2pp | 15.66%-2.3pp | 34.26%-20.9pp |
| Employer contribution / active EE | $3,928 | $6,517-39.7% | $5,038-22.0% | $3,037+29.4% |
| Participant deferral / active EE | $5,130 | $8,055-36.3% | $6,757-24.1% | $5,090+0.8% |
| Admin fee / account holder | $213 | $98+117.2% | $12,725-98.3% | $269-21.0% |