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 5-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.3+ years Service code 15 · EIN 27-2037969 | Recordkeeping | $94,926 |
PNC BANK, N.A.1 year Filed as: PNC ASSET MANAGEMENT Service code 27 · EIN 22-1146430 | Advisory (Plan) | $25,000 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $257,174 | $106,236+142.1% | $112,228+129.2% | $64,808+296.8% |
| Participation rate | 95.9% | 71.7%+24.2pp | 75.1%+20.8pp | 71.5%+24.4pp |
| Annual return | -13.91% | -6.02%-7.9pp | 27.45%-41.4pp | 32.82%-46.7pp |
| Employer contribution / active EE | $15,402 | $3,166+386.4% | $3,635+323.8% | $2,506+514.6% |
| Participant deferral / active EE | $8,107 | $3,785+114.2% | $4,728+71.5% | $4,310+88.1% |
| Admin fee / account holder | $129 | $452-71.4% | $6,410-98.0% | $188-31.2% |