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.5 years Service code 15 · EIN 27-2037969 | Recordkeeping | $43,779 |
PNC BANK, N.A.2 years Filed as: PNC INSTITUTIONAL ASSET MANAGEMENT Service code 27 · EIN 22-1146430 | Advisory (Plan) | $26,055 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,471 | $91,407+17.6% | $135,903-20.9% | $71,457+50.4% |
| Participation rate | 49.5% | 75.7%-26.1pp | 81.9%-32.4pp | 67.9%-18.4pp |
| Annual return | 18.67% | 29.90%-11.2pp | 68.23%-49.6pp | 28.85%-10.2pp |
| Employer contribution / active EE | $669 | $3,703-81.9% | $4,856-86.2% | $2,588-74.1% |
| Participant deferral / active EE | $3,381 | $7,092-52.3% | $7,758-56.4% | $4,289-21.2% |
| Admin fee / account holder | $282 | $1,266-77.7% | $10,762-97.4% | $1,587-82.2% |