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) | $58,704 |
NEWPORT GROUP, INC.7 years Service code 15 · EIN 27-2037969 | Recordkeeping | $54,689 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $148,893 | $102,204+45.7% | $145,661+2.2% | $85,563+74.0% |
| Participation rate | 73.3% | 70.6%+2.7pp | 77.2%-3.9pp | 66.0%+7.3pp |
| Annual return | 17.92% | 16.68%+1.2pp | 101.46%-83.5pp | 31.51%-13.6pp |
| Employer contribution / active EE | $1,276 | $3,600-64.6% | $4,238-69.9% | $2,654-51.9% |
| Participant deferral / active EE | $13,393 | $5,729+133.8% | $7,198+86.1% | $4,375+206.1% |
| Admin fee / account holder | $269 | $647-58.4% | $12,466-97.8% | $834-67.7% |