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.2+ years Filed as: NEWPORT GROUP INC. Service code 15 · EIN 27-2037969 | Recordkeeping | $13,298 |
PNC BANK, N.A.1 year Filed as: PNC BANK Service code 26 · EIN 22-1146430 300 FIFTH AVENUE · PITTSBURGH, PA 15222 | Advisory (Participants) | $6,952 |
MCM CPAS & ADVISORS LLP1 year Service code 10 · EIN 27-1235638 | Accounting | $6,221 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant 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 | $17,221 | $65,061-73.5% | $143,757-88.0% | $66,914-74.3% |
| Participation rate | 26.5% | 65.2%-38.6pp | 80.3%-53.8pp | 69.8%-43.3pp |
| Annual return | -16.16% | -11.14%-5.0pp | -0.04%-16.1pp | 1.58%-17.7pp |
| Employer contribution / active EE | $248 | $2,361-89.5% | $4,951-95.0% | $2,544-90.3% |
| Participant deferral / active EE | $321 | $2,919-89.0% | $5,637-94.3% | $4,237-92.4% |
| Admin fee / account holder | $273 | $502-45.6% | $14,673-98.1% | $593-54.0% |