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 4-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 LLC Service code 27 · EIN 86-1109193 | Advisory (Plan) | $136,925 |
Service code 12 · EIN 13-3689044 | Finders' fees / placement fees; Inves... | $130,013 |
NATIONAL FINANCIAL SERVICES3+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,412 | $71,666+70.8% | $117,854+3.9% | $69,631+75.8% |
| Participation rate | 43.2% | 77.5%-34.3pp | 79.7%-36.5pp | 70.7%-27.5pp |
| Annual return | 17.62% | 18.86%-1.2pp | 335.08%-317.5pp | 27571.02%-27553.4pp |
| Employer contribution / active EE | $1,547 | $1,889-18.1% | $3,786-59.1% | $2,032-23.9% |
| Participant deferral / active EE | $3,427 | $3,340+2.6% | $4,482-23.5% | $3,224+6.3% |
| Admin fee / account holder | $763 | $120+533.8% | $8,020-90.5% | $110+590.5% |