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 FUNDS5+ years Filed as: NEWPORT CAPITAL GROUP Service code 27 · EIN 86-1109193 | Advisory (Plan) | $30,102 |
ASCENSUS LLC2 years Service code 15 · EIN 11-3665754 | Recordkeeping | $10,580 |
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.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $83,335 | $49,138+69.6% | $84,015-0.8% | $65,185+27.8% |
| Participation rate | 65.0% | 60.7%+4.3pp | 69.0%-4.0pp | 70.2%-5.2pp |
| Annual return | 26.95% | 23.00%+4.0pp | 71.31%-44.4pp | 29.38%-2.4pp |
| Employer contribution / active EE | $471 | $914-48.4% | $1,983-76.2% | $2,177-78.4% |
| Participant deferral / active EE | $3,568 | $2,397+48.9% | $3,239+10.2% | $3,514+1.5% |
| Admin fee / account holder | $403 | $543-25.9% | $6,101-93.4% | $847-52.4% |