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 27 · EIN 86-1109193 | Advisory (Plan) | $53,852 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$7,717 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,454 | $99,957+9.5% | $149,696-26.9% | $73,488+48.9% |
| Participation rate | 86.9% | 75.7%+11.2pp | 82.5%+4.5pp | 70.7%+16.2pp |
| Annual return | 22.84% | 53.87%-31.0pp | 276.60%-253.8pp | 28.51%-5.7pp |
| Employer contribution / active EE | $2,215 | $3,191-30.6% | $4,644-52.3% | $2,270-2.4% |
| Participant deferral / active EE | $7,754 | $6,073+27.7% | $6,842+13.3% | $3,740+107.3% |
| Admin fee / account holder | $290 | $551-47.3% | $9,309-96.9% | $513-43.4% |