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 27 · EIN 22-1146430 | Advisory (Plan) | $50,896 |
NEWPORT GROUP, INC.6 years Service code 15 · EIN 27-2037969 | Recordkeeping | $47,420 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,694 | $89,588+32.5% | $136,007-12.7% | $77,671+52.8% |
| Participation rate | 73.5% | 74.3%-0.8pp | 76.5%-2.9pp | 70.6%+2.9pp |
| Annual return | 17.31% | 17.42%-0.1pp | 579.32%-562.0pp | 31.21%-13.9pp |
| Employer contribution / active EE | $1,155 | $3,491-66.9% | $4,215-72.6% | $2,726-57.6% |
| Participant deferral / active EE | $11,747 | $5,591+110.1% | $7,024+67.2% | $4,648+152.7% |
| Admin fee / account holder | $221 | $539-58.9% | $6,858-96.8% | $430-48.6% |