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 10-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.5 years Service code 13 · EIN 27-2037969 | Contract Administrator | $16,194 |
PNC BANK, N.A.1 year Filed as: PNC INSTITUTIONAL ASSET MANAGEMENT Service code 27 · EIN 22-1146430 | Advisory (Plan) | $5,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,044 | $93,571-83.9% | $135,903-88.9% | $75,163-80.0% |
| Participation rate | 61.8% | 75.2%-13.4pp | 81.9%-20.1pp | 67.2%-5.4pp |
| Annual return | 16.92% | 30.90%-14.0pp | 68.23%-51.3pp | 160.62%-143.7pp |
| Employer contribution / active EE | $52 | $3,537-98.5% | $4,856-98.9% | $2,670-98.1% |
| Participant deferral / active EE | $3,938 | $6,404-38.5% | $7,758-49.2% | $4,125-4.5% |
| Admin fee / account holder | $135 | $6,975-98.1% | $10,762-98.7% | $5,651-97.6% |