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 FUNDS5 years Filed as: NEWPORT CAPITAL GROUP Service code 16 12 BROAD STREET · RED BANK, NJ 07701 | Consulting | $72,552 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $559,555 | $122,239+357.8% | $184,203+203.8% | $74,495+651.1% |
| Participation rate | 89.6% | 85.5%+4.1pp | 86.8%+2.8pp | 67.2%+22.4pp |
| Annual return | 19.25% | 19.95%-0.7pp | 28.81%-9.6pp | 1364.94%-1345.7pp |
| Employer contribution / active EE | $4,651 | $4,537+2.5% | $6,427-27.6% | $2,623+77.3% |
| Participant deferral / active EE | $17,324 | $7,139+142.7% | $9,131+89.7% | $4,346+298.6% |
| Admin fee / account holder | $578 | $1,260-54.1% | $13,901-95.8% | $1,942-70.2% |