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 FUNDS4 years Filed as: NEWPORT CAPITAL GROUP Service code 16 · EIN 37-6572947 | Consulting | $30,372 |
FORVIS MAZARS, LLP8 years Filed as: MAZARS USA LLP Service code 10 · EIN 13-1459550 | Accounting | $13,000 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $510 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $338,895 | $54,517+521.6% | $75,972+346.1% | $74,495+354.9% |
| Participation rate | 95.1% | 60.3%+34.7pp | 69.1%+26.0pp | 67.2%+27.9pp |
| Annual return | 18.24% | 31.82%-13.6pp | 359.55%-341.3pp | 1364.94%-1346.7pp |
| Employer contribution / active EE | $7,197 | $1,777+305.0% | $2,685+168.0% | $2,623+174.4% |
| Participant deferral / active EE | $11,661 | $3,066+280.4% | $4,255+174.0% | $4,346+168.3% |
| Admin fee / account holder | $223 | $2,229-90.0% | $6,467-96.5% | $1,942-88.5% |