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 LLC Service code 16 12 BROAD STREET · RED BANK, NJ 07701 | Consulting | $40,797 |
T ROWE PRICE RPS INC4 years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $37,733 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $214,786 | $91,407+135.0% | $135,903+58.0% | $71,457+200.6% |
| Participation rate | 93.4% | 75.7%+17.7pp | 81.9%+11.5pp | 67.9%+25.4pp |
| Annual return | 19.94% | 29.90%-10.0pp | 68.23%-48.3pp | 28.85%-8.9pp |
| Employer contribution / active EE | $0 | $3,703-100.0% | $4,856-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $13,868 | $7,092+95.5% | $7,758+78.8% | $4,289+223.3% |
| Admin fee / account holder | $289 | $1,266-77.2% | $10,762-97.3% | $1,587-81.8% |