Filed May 23, 2022
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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $121,908 |
AMERICAN FUNDS4 years Filed as: NEWPORT CAPITAL GROUP Service code 27 · EIN 86-1109193 | Advisory (Plan) | $73,517 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,029 | $95,388-35.0% | $125,339-50.5% | $77,904-20.4% |
| Participation rate | 91.8% | 78.6%+13.2pp | 82.4%+9.4pp | 73.7%+18.1pp |
| Annual return | -5.70% | 116.19%-121.9pp | 572.05%-577.7pp | 12.21%-17.9pp |
| Employer contribution / active EE | $6,113 | $3,666+66.7% | $4,814+27.0% | $2,848+114.7% |
| Participant deferral / active EE | $7,826 | $7,711+1.5% | $7,446+5.1% | $4,806+62.8% |
| Admin fee / account holder | $158 | $119+33.0% | $10,010-98.4% | $133+19.2% |