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 16 · EIN 37-6572947 | Consulting | $45,202 |
FORVIS MAZARS, LLP7 years Filed as: MAZARS USA LLP Service code 10 · EIN 13-1459550 | Accounting | $23,920 |
Service code 37 · EIN 04-2647786 | Loan Processing | $7,495 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported that benefits due were not provided when due.
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 | $380,700 | $51,045+645.8% | $70,515+439.9% | $71,457+432.8% |
| Participation rate | 96.4% | 59.4%+37.0pp | 68.3%+28.0pp | 67.9%+28.5pp |
| Annual return | 19.04% | 42.63%-23.6pp | 32.77%-13.7pp | 28.85%-9.8pp |
| Employer contribution / active EE | $8,830 | $1,790+393.2% | $2,973+197.0% | $2,588+241.2% |
| Participant deferral / active EE | $13,738 | $3,026+353.9% | $4,567+200.8% | $4,289+220.3% |
| Admin fee / account holder | $25 | $1,994-98.8% | $6,412-99.6% | $1,587-98.5% |