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 FUNDS2 years Filed as: NEWPORT CAPITAL GROUP Service code 27 · EIN 86-1109193 | Advisory (Plan) | $48,379 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$5,759 |
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 | $82,767 | $89,652-7.7% | $141,162-41.4% | $65,185+27.0% |
| Participation rate | 88.2% | 74.7%+13.5pp | 82.5%+5.7pp | 70.2%+18.0pp |
| Annual return | 24.34% | 32.79%-8.5pp | 71.39%-47.0pp | 29.38%-5.0pp |
| Employer contribution / active EE | $1,294 | $3,065-57.8% | $4,735-72.7% | $2,177-40.5% |
| Participant deferral / active EE | $6,780 | $5,691+19.1% | $6,709+1.1% | $3,514+92.9% |
| Admin fee / account holder | $260 | $569-54.3% | $10,261-97.5% | $847-69.3% |