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.6 years Service code 15 · EIN 27-2037969 | Recordkeeping | $51,845 |
PNC BANK, N.A.4 years Filed as: PNC INSTITUTIONAL ASSET MANAGEMENT Service code 27 · EIN 22-1146430 | Advisory (Plan) | $30,515 |
CORRIGAN KRAUSE4 years Service code 10 | Accounting | $12,500 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $157,293 | $80,705+94.9% | $115,768+35.9% | $67,986+131.4% |
| Participation rate | 76.9% | 63.0%+14.0pp | 74.4%+2.5pp | 57.2%+19.7pp |
| Annual return | 15.17% | 18.49%-3.3pp | 100.46%-85.3pp | 31.67%-16.5pp |
| Employer contribution / active EE | $678 | $2,046-66.9% | $2,940-76.9% | $2,019-66.4% |
| Participant deferral / active EE | $6,751 | $3,559+89.7% | $4,917+37.3% | $3,358+101.0% |
| Admin fee / account holder | $549 | $4,135-86.7% | $12,439-95.6% | $3,203-82.9% |