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 9-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) | $20,688 |
NEWPORT GROUP, INC.5 years Service code 15 · EIN 27-2037969 | Recordkeeping | $16,531 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,847 | $86,944+5.6% | $107,525-14.6% | $74,304+23.6% |
| Participation rate | 39.7% | 59.6%-19.8pp | 75.1%-35.3pp | 60.3%-20.6pp |
| Annual return | 10.54% | 23.52%-13.0pp | 181.32%-170.8pp | 29.43%-18.9pp |
| Employer contribution / active EE | $1,538 | $2,757-44.2% | $3,754-59.0% | $2,241-31.4% |
| Participant deferral / active EE | $2,497 | $3,554-29.7% | $5,116-51.2% | $3,767-33.7% |
| Admin fee / account holder | $313 | $3,727-91.6% | $8,919-96.5% | $2,969-89.5% |