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.3 years Service code 15 · EIN 27-2037969 | Recordkeeping | $25,559 |
PNC BANK, N.A.3 years Filed as: PNC INSTITUTIONAL ASSET MANAGEMENT Service code 27 · EIN 22-1146430 | Advisory (Plan) | $13,757 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,723 | $102,317+18.0% | $146,958-17.9% | $80,856+49.3% |
| Participation rate | 95.3% | 75.8%+19.5pp | 82.2%+13.1pp | 67.6%+27.7pp |
| Annual return | 13.69% | 134.76%-121.1pp | 418.34%-404.7pp | 35.59%-21.9pp |
| Employer contribution / active EE | $2,347 | $3,713-36.8% | $4,933-52.4% | $2,755-14.8% |
| Participant deferral / active EE | $12,933 | $6,644+94.7% | $8,070+60.3% | $4,296+201.1% |
| Admin fee / account holder | $336 | $7,941-95.8% | $12,998-97.4% | $6,918-95.1% |