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 27 · EIN 37-6572947 12 BROAD STREET, 5TH FLOOR · RED BANK, NJ 07701 | Advisory (Plan) | $62,552 |
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 | $35,652 | $81,357-56.2% | $75,972-53.1% | $199,593-82.1% |
| Participation rate | 97.6% | 69.9%+27.7pp | 69.1%+28.5pp | 72.0%+25.6pp |
| Annual return | -19.13% | 16.32%-35.4pp | 359.55%-378.7pp | 34.25%-53.4pp |
| Employer contribution / active EE | $1,397 | $3,341-58.2% | $2,685-48.0% | $3,034-54.0% |
| Participant deferral / active EE | $0 | $4,710-100.0% | $4,255-100.0% | $5,087-100.0% |
| Admin fee / account holder | $47 | $144-67.5% | $6,467-99.3% | $269-82.5% |