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 FUNDS1 year Filed as: NEWPORT CAPITAL GROUP LLC Service code 14 12 BROAD STREET · RED BANK, NJ 07701 | Plan Administrator | $54,416 |
T ROWE PRICE RPS INC2 years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $39,045 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $245,644 | $104,475+135.1% | $159,436+54.1% | $79,386+209.4% |
| Participation rate | 90.3% | 76.6%+13.6pp | 82.8%+7.4pp | 70.7%+19.6pp |
| Annual return | 17.50% | 67.95%-50.4pp | 263.57%-246.1pp | 116.85%-99.3pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,829-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $12,666 | $6,467+95.8% | $7,352+72.3% | $4,046+213.1% |
| Admin fee / account holder | $372 | $711-47.6% | $10,799-96.6% | $626-40.6% |