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.6 years Service code 15 · EIN 27-2037969 | Recordkeeping | $36,687 |
PNC BANK, N.A.3 years Filed as: PNC INSTITUTIONAL ASSET MANAGEMENT Service code 27 · EIN 22-1146430 | Advisory (Plan) | $30,514 |
Annual investment return 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 | $181,618 | $89,436+103.1% | $164,813+10.2% | $77,643+133.9% |
| Participation rate | 99.6% | 78.6%+21.0pp | 78.6%+21.0pp | 70.6%+29.1pp |
| Annual return | 12.08% | 28.83%-16.7pp | 69.93%-57.9pp | 31.24%-19.2pp |
| Employer contribution / active EE | $7,500 | $2,569+192.0% | $4,341+72.8% | $2,726+175.1% |
| Participant deferral / active EE | $7,427 | $4,897+51.7% | $6,031+23.1% | $4,647+59.8% |
| Admin fee / account holder | $196 | $339-42.3% | $12,690-98.5% | $430-54.5% |