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 | $22,472 |
PNC BANK, N.A.5+ years Service code 25 · EIN 22-1146430 | Directed Trustee | $20,442 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,365 | $73,404-35.5% | $87,100-45.6% | $67,579-29.9% |
| Participation rate | 85.6% | 80.9%+4.7pp | 76.9%+8.7pp | 71.3%+14.3pp |
| Annual return | 22.36% | 48.29%-25.9pp | 28.19%-5.8pp | 378.56%-356.2pp |
| Employer contribution / active EE | $1,274 | $2,014-36.7% | $2,521-49.5% | $2,148-40.7% |
| Participant deferral / active EE | $2,894 | $3,913-26.0% | $4,049-28.5% | $3,539-18.2% |
| Admin fee / account holder | $82 | $142-41.9% | $7,497-98.9% | $142-42.2% |