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 10-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 15 · EIN 27-2037969 | Recordkeeping | $28,804 |
PNC BANK, N.A.2 years Filed as: PNC INSTITUTIONAL ASSET MANAGEMENT Service code 26 · EIN 22-1146430 | Advisory (Participants) | $22,972 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $121,194 | $88,083+37.6% | $164,813-26.5% | $74,495+62.7% |
| Participation rate | 41.6% | 73.0%-31.5pp | 78.6%-37.0pp | 67.2%-25.6pp |
| Annual return | 11.59% | 17.26%-5.7pp | 69.93%-58.3pp | 1364.94%-1353.4pp |
| Employer contribution / active EE | $979 | $2,593-62.3% | $4,341-77.5% | $2,623-62.7% |
| Participant deferral / active EE | $3,556 | $4,498-20.9% | $6,031-41.0% | $4,346-18.2% |
| Admin fee / account holder | $392 | $2,234-82.4% | $12,690-96.9% | $1,942-79.8% |