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 9-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 | $33,716 |
PNC BANK, N.A.2 years Filed as: PNC INSTITUTIONAL ASSET MANAGEMENT Service code 26 · EIN 22-1146430 | Advisory (Participants) | $18,025 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,796 | $54,517-28.8% | $75,972-48.9% | $74,495-47.9% |
| Participation rate | 94.8% | 60.3%+34.5pp | 69.1%+25.8pp | 67.2%+27.6pp |
| Annual return | 14.83% | 31.82%-17.0pp | 359.55%-344.7pp | 1364.94%-1350.1pp |
| Employer contribution / active EE | $817 | $1,777-54.0% | $2,685-69.6% | $2,623-68.8% |
| Participant deferral / active EE | $2,543 | $3,066-17.0% | $4,255-40.2% | $4,346-41.5% |
| Admin fee / account holder | $229 | $2,229-89.7% | $6,467-96.5% | $1,942-88.2% |