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 |
|---|---|---|
NEWPORT GROUP, INC.1 year Service code 15 · EIN 27-2037969 | Recordkeeping | $34,095 |
PNC BANK, N.A.3 years Filed as: PNC INSTITUTIONAL ASSET MANAGEMENT Service code 27 · EIN 22-1146430 | Advisory (Plan) | $28,632 |
GUNNIP & COMPANY LLP11+ years Service code 10 · EIN 51-0076769 2751 CENTERVILLE ROAD · WILM, DE 19808 | Accounting | $12,200 |
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 | $122,791 | $86,944+41.2% | $107,525+14.2% | $74,304+65.3% |
| Participation rate | 71.9% | 59.6%+12.4pp | 75.1%-3.2pp | 60.3%+11.6pp |
| Annual return | 13.76% | 23.52%-9.8pp | 181.32%-167.6pp | 29.43%-15.7pp |
| Employer contribution / active EE | $2,233 | $2,757-19.0% | $3,754-40.5% | $2,241-0.4% |
| Participant deferral / active EE | $3,749 | $3,554+5.5% | $5,116-26.7% | $3,767-0.5% |
| Admin fee / account holder | $528 | $3,727-85.8% | $8,919-94.1% | $2,969-82.2% |