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 FUNDS2 years Filed as: NEWPORT CAPITAL GROUP, LLC Service code 27 · EIN 37-6572947 12 BROAD STREET, 5TH FLOOR · RED BANK, NJ 07701 | Advisory (Plan) | $60,652 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,400 | $63,321-33.0% | $68,791-38.4% | $77,904-45.6% |
| Participation rate | 97.5% | 71.1%+26.4pp | 69.0%+28.4pp | 73.7%+23.8pp |
| Annual return | -4.05% | -6.50%+2.4pp | -6.38%+2.3pp | 12.21%-16.3pp |
| Employer contribution / active EE | $1,335 | $2,794-52.2% | $2,655-49.7% | $2,848-53.1% |
| Participant deferral / active EE | $0 | $4,029-100.0% | $3,941-100.0% | $4,806-100.0% |
| Admin fee / account holder | $44 | $104-58.2% | $4,932-99.1% | $133-67.1% |