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 | $6,034 |
PNC BANK, N.A.4 years Service code 25 · EIN 22-1146430 | Directed Trustee | $5,531 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $32,043 | $65,365-51.0% | $92,893-65.5% | $72,985-56.1% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 15.50% | 42.10%-26.6pp | 109.41%-93.9pp | 81.00%-65.5pp |
| Employer contribution / active EE | $3,895 | $2,594+50.2% | $3,653+6.6% | $2,440+59.7% |
| Participant deferral / active EE | $2,276 | $3,128-27.2% | $4,236-46.3% | $3,607-36.9% |
| Admin fee / account holder | $64 | $4,251-98.5% | $5,794-98.9% | $5,124-98.7% |