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.4 years Service code 15 · EIN 27-2037969 | Recordkeeping | $61,280 |
PNC BANK, N.A.1 year Filed as: PNC INSTITUTIONAL ASSET MANAGEMENT Service code 27 · EIN 22-1146430 | Advisory (Plan) | $15,196 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,567 | $82,664+9.6% | $125,339-27.7% | $68,494+32.2% |
| Participation rate | 57.3% | 75.0%-17.7pp | 82.4%-25.1pp | 67.9%-10.6pp |
| Annual return | -16.76% | -5.97%-10.8pp | 572.05%-588.8pp | -7.84%-8.9pp |
| Employer contribution / active EE | $764 | $3,381-77.4% | $4,814-84.1% | $2,596-70.6% |
| Participant deferral / active EE | $3,657 | $6,110-40.1% | $7,446-50.9% | $4,027-9.2% |
| Admin fee / account holder | $292 | $6,275-95.4% | $10,010-97.1% | $5,403-94.6% |