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 |
|---|---|---|
PNC BANK, N.A.6+ years Service code 25 · EIN 22-1146430 | Directed Trustee | $76,397 |
NEWPORT GROUP, INC.2 years Service code 15 · EIN 27-2037969 | Recordkeeping | $7,636 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,093 | $99,957-13.9% | $149,696-42.5% | $73,488+17.2% |
| Participation rate | 50.0% | 75.7%-25.7pp | 82.5%-32.5pp | 70.7%-20.7pp |
| Annual return | 12.65% | 53.87%-41.2pp | 276.60%-264.0pp | 28.51%-15.9pp |
| Employer contribution / active EE | $658 | $3,191-79.4% | $4,644-85.8% | $2,270-71.0% |
| Participant deferral / active EE | $3,156 | $6,073-48.0% | $6,842-53.9% | $3,740-15.6% |
| Admin fee / account holder | $259 | $551-53.0% | $9,309-97.2% | $513-49.6% |