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 Filed as: NEWPORTGROUP, INC. Service code 15 · EIN 27-2037969 | Recordkeeping | $43,303 |
PNC BANK, N.A.5+ years Service code 25 · EIN 25-1211909 | Directed Trustee | $38,691 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $60,141 | $47,648+26.2% | $130,648-54.0% | $67,579-11.0% |
| Participation rate | 52.6% | 60.4%-7.8pp | 71.7%-19.1pp | 71.3%-18.7pp |
| Annual return | 22.49% | 25.73%-3.2pp | 1708.96%-1686.5pp | 378.56%-356.1pp |
| Employer contribution / active EE | $1,013 | $1,408-28.0% | $4,092-75.2% | $2,148-52.8% |
| Participant deferral / active EE | $2,114 | $2,616-19.2% | $3,603-41.3% | $3,539-40.3% |
| Admin fee / account holder | $153 | $105+45.8% | $5,464-97.2% | $142+7.6% |