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 Service code 15 · EIN 27-2037969 | Recordkeeping | $21,616 |
PNC BANK, N.A.2 years Filed as: PNC BANK, NA Service code 25 · EIN 22-1146430 | Directed Trustee | $19,179 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $71,614 | $46,423+54.3% | $75,886-5.6% | $67,579+6.0% |
| Participation rate | 68.5% | 63.1%+5.4pp | 69.3%-0.8pp | 71.3%-2.8pp |
| Annual return | 27.33% | 32.29%-5.0pp | 30.76%-3.4pp | 378.56%-351.2pp |
| Employer contribution / active EE | $1,709 | $1,406+21.5% | $2,500-31.6% | $2,148-20.4% |
| Participant deferral / active EE | $3,076 | $2,564+19.9% | $3,603-14.6% | $3,539-13.1% |
| Admin fee / account holder | $111 | $132-16.0% | $5,418-98.0% | $142-22.2% |