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.1 year Filed as: NEWPORT GROUP. INC. Service code 15 · EIN 27-2037969 | Recordkeeping | $8,845 |
PNC BANK, N.A.3 years Service code 25 · EIN 22-1146430 | Directed Trustee | $8,828 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,427 | $85,202-80.7% | $172,739-90.5% | $72,985-77.5% |
| Participation rate | 72.6% | 70.1%+2.5pp | 82.6%-10.0pp | 69.5%+3.1pp |
| Annual return | 16.93% | 27.32%-10.4pp | 802.84%-785.9pp | 81.00%-64.1pp |
| Employer contribution / active EE | $435 | $3,324-86.9% | $5,143-91.5% | $2,440-82.2% |
| Participant deferral / active EE | $1,080 | $3,260-66.9% | $5,198-79.2% | $3,607-70.1% |
| Admin fee / account holder | $190 | $5,884-96.8% | $13,954-98.6% | $5,124-96.3% |