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 | $4,825 |
PNC BANK, N.A.5+ years Service code 25 · EIN 22-1146430 | Directed Trustee | $2,925 |
NEWPORT GROUP, INC.1 year Filed as: NEWPORT GROUP, INC Service code 52 | Indirect Investment Fees | $0 |
PNC BANK, N.A.5+ years Filed as: PNC BANK, NATIONAL ASSOCIATION Service code 52 | Indirect Investment Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $74,107 | $63,114+17.4% | $92,893-20.2% | $65,185+13.7% |
| Participation rate | 52.2% | 68.8%-16.6pp | 76.0%-23.8pp | 70.2%-18.0pp |
| Annual return | 16.20% | 28.75%-12.5pp | 109.41%-93.2pp | 29.38%-13.2pp |
| Employer contribution / active EE | $2,261 | $2,571-12.1% | $3,653-38.1% | $2,177+3.9% |
| Participant deferral / active EE | $1,515 | $3,108-51.3% | $4,236-64.2% | $3,514-56.9% |
| Admin fee / account holder | $71 | $624-88.6% | $5,794-98.8% | $847-91.6% |