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 FUNDS7 years Filed as: NEWPORT CAPITAL GROUP Service code 27 · EIN 86-1109193 | Advisory (Plan) | $107,564 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $13,248 |
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 | $122,537 | $101,317+20.9% | $146,958-16.6% | $74,495+64.5% |
| Participation rate | 91.7% | 75.5%+16.2pp | 82.2%+9.6pp | 67.2%+24.5pp |
| Annual return | 21.52% | 8730.91%-8709.4pp | 418.34%-396.8pp | 1364.94%-1343.4pp |
| Employer contribution / active EE | $2,969 | $3,810-22.1% | $4,933-39.8% | $2,623+13.2% |
| Participant deferral / active EE | $8,951 | $7,303+22.6% | $8,070+10.9% | $4,346+106.0% |
| Admin fee / account holder | $470 | $1,739-73.0% | $12,998-96.4% | $1,942-75.8% |