See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS4 years Filed as: NEWPORT CAPITAL GROUP LLC Service code 15 · EIN 86-1109193 | Recordkeeping | $67,951 |
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $19,692 |
ADP BROKER-DEALER11+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,984 | $96,484-33.7% | $156,263-59.1% | $74,304-13.9% |
| Participation rate | 84.5% | 67.7%+16.9pp | 78.9%+5.6pp | 60.3%+24.2pp |
| Annual return | 13.51% | 17.73%-4.2pp | 59.47%-46.0pp | 29.43%-15.9pp |
| Employer contribution / active EE | $0 | $2,528-100.0% | $4,333-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $4,327 | $4,286+1.0% | $6,158-29.7% | $3,767+14.9% |
| Admin fee / account holder | $333 | $3,728-91.1% | $14,255-97.7% | $2,969-88.8% |