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 FUNDS2 years Filed as: NEWPORT CAPITAL GROUP Service code 10 · EIN 37-6572947 | Accounting | $4,257 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,435 |
Service code 16 · EIN 04-2530412 | Consulting | $1,500 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,194 | $76,050-41.9% | $96,544-54.2% | $71,457-38.2% |
| Participation rate | 89.1% | 74.4%+14.7pp | 76.0%+13.1pp | 67.9%+21.2pp |
| Annual return | 20.13% | 22.81%-2.7pp | 25.84%-5.7pp | 28.85%-8.7pp |
| Employer contribution / active EE | $2,069 | $2,244-7.8% | $2,965-30.2% | $2,588-20.0% |
| Participant deferral / active EE | $3,537 | $4,215-16.1% | $4,851-27.1% | $4,289-17.5% |
| Admin fee / account holder | $5 | $2,707-99.8% | $8,252-99.9% | $1,587-99.7% |