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 8-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 13 · EIN 27-2037969 | Contract Administrator | $25,202 |
PNC BANK, N.A.1 year Filed as: PNC INSTITUTIONAL ASSET MANAGEMENT Service code 10 · EIN 22-3952636 | Accounting | $6,063 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,697 | $84,487-3.3% | $125,339-34.8% | $66,914+22.1% |
| Participation rate | 98.0% | 76.4%+21.6pp | 82.4%+15.7pp | 69.8%+28.2pp |
| Annual return | -16.70% | -8.39%-8.3pp | 572.05%-588.8pp | 1.58%-18.3pp |
| Employer contribution / active EE | $2,119 | $3,553-40.4% | $4,814-56.0% | $2,544-16.7% |
| Participant deferral / active EE | $10,502 | $6,781+54.9% | $7,446+41.0% | $4,237+147.9% |
| Admin fee / account holder | $261 | $685-62.0% | $10,010-97.4% | $593-56.1% |