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 13 · EIN 27-2037969 | Contract Administrator | $36,758 |
PNC BANK, N.A.1 year Filed as: PNC INSTITUTIONAL ASSET MANAGEMENT Service code 27 · EIN 22-1146430 | Advisory (Plan) | $11,658 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,013 | $71,142+99.6% | $119,609+18.7% | $64,808+119.1% |
| Participation rate | 96.7% | 78.6%+18.1pp | 79.3%+17.4pp | 71.5%+25.2pp |
| Annual return | -15.19% | -10.01%-5.2pp | -14.97%-0.2pp | 32.82%-48.0pp |
| Employer contribution / active EE | $5,300 | $2,497+112.2% | $4,232+25.2% | $2,506+111.5% |
| Participant deferral / active EE | $6,590 | $4,490+46.8% | $5,602+17.6% | $4,310+52.9% |
| Admin fee / account holder | $135 | $162-16.6% | $10,323-98.7% | $188-28.0% |