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 10-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 |
|---|---|---|
AMERICAN FUNDS3+ years Filed as: NEWPORT CAPITAL GROUP Service code 99 · EIN 86-1109193 | Other Fees | $45,133 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $1,650 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,393 | $80,753+47.8% | $136,294-12.4% | $62,292+91.7% |
| Participation rate | 64.9% | 73.5%-8.7pp | 81.9%-17.1pp | 69.5%-4.7pp |
| Annual return | 18.26% | 35.83%-17.6pp | 5155.94%-5137.7pp | 28.90%-10.6pp |
| Employer contribution / active EE | $0 | $2,884-100.0% | $4,695-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $6,120 | $5,164+18.5% | $6,247-2.0% | $3,169+93.1% |
| Admin fee / account holder | $17 | $525-96.9% | $9,243-99.8% | $479-96.6% |