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 FUNDS6 years Filed as: NEWPORT CAPITAL GROUP Service code 27 · EIN 86-1109193 | Advisory (Plan) | $80,234 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$14,330 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,291 | $91,407+19.6% | $135,903-19.6% | $71,457+52.9% |
| Participation rate | 94.8% | 75.7%+19.2pp | 81.9%+12.9pp | 67.9%+26.9pp |
| Annual return | 23.80% | 29.90%-6.1pp | 68.23%-44.4pp | 28.85%-5.0pp |
| Employer contribution / active EE | $2,433 | $3,703-34.3% | $4,856-49.9% | $2,588-6.0% |
| Participant deferral / active EE | $8,739 | $7,092+23.2% | $7,758+12.7% | $4,289+103.8% |
| Admin fee / account holder | $289 | $1,266-77.2% | $10,762-97.3% | $1,587-81.8% |