See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 8-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.2 years Service code 37 · EIN 27-2037969 | Loan Processing | $22,495 |
PNC BANK, N.A.2 years Filed as: PNC INSTITUTIONAL ASSET MANAGEMENT Service code 27 1600 MARKET ST · PHILADELPHIA, PA 19103 | Advisory (Plan) | $11,355 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,744 | $91,407+6.9% | $135,903-28.1% | $71,457+36.8% |
| Participation rate | 98.1% | 75.7%+22.5pp | 81.9%+16.2pp | 67.9%+30.2pp |
| Annual return | 20.33% | 29.90%-9.6pp | 68.23%-47.9pp | 28.85%-8.5pp |
| Employer contribution / active EE | $2,463 | $3,703-33.5% | $4,856-49.3% | $2,588-4.8% |
| Participant deferral / active EE | $11,697 | $7,092+64.9% | $7,758+50.8% | $4,289+172.7% |
| Admin fee / account holder | $251 | $1,266-80.2% | $10,762-97.7% | $1,587-84.2% |