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 37 · EIN 27-2037969 | Loan Processing | $31,519 |
PNC BANK, N.A.2 years Filed as: PNC INSTITUTIONAL ASSET MANAGEMENT Service code 27 · EIN 22-1146430 | Advisory (Plan) | $26,564 |
NEWPORT GROUP, INC.1 year Filed as: NEWPORT TRUST COMPANY Service code 25 · EIN 27-4411131 | Directed Trustee | $7,681 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $167,366 | $82,978+101.7% | $129,995+28.7% | $71,457+134.2% |
| Participation rate | 100.0% | 74.1%+25.9pp | 78.5%+21.5pp | 67.9%+32.1pp |
| Annual return | 17.25% | 20.60%-3.3pp | -137.18%+154.4pp | 28.85%-11.6pp |
| Employer contribution / active EE | $6,371 | $2,622+143.0% | $4,320+47.5% | $2,588+146.2% |
| Participant deferral / active EE | $7,927 | $4,432+78.9% | $5,820+36.2% | $4,289+84.8% |
| Admin fee / account holder | $181 | $1,729-89.5% | $10,614-98.3% | $1,587-88.6% |