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 FUNDS3 years Filed as: NEWPORT CAPITAL GROUP, LLC Service code 27 · EIN 37-6572947 12 BROAD STREET, 5TH FLOOR · RED BANK, NJ 07701 | Advisory (Plan) | $60,330 |
Annual investment return 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 | $46,603 | $70,115-33.5% | $70,515-33.9% | $80,160-41.9% |
| Participation rate | 90.7% | 71.7%+19.1pp | 68.3%+22.4pp | 72.9%+17.8pp |
| Annual return | 1.83% | 134.51%-132.7pp | 32.77%-30.9pp | 40.38%-38.6pp |
| Employer contribution / active EE | $1,266 | $3,021-58.1% | $2,973-57.4% | $2,978-57.5% |
| Participant deferral / active EE | $0 | $4,495-100.0% | $4,567-100.0% | $5,017-100.0% |
| Admin fee / account holder | $47 | $112-58.4% | $6,412-99.3% | $145-67.8% |