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 FUNDS6+ years Filed as: NEWPORT CAPITAL GROUP Service code 27 · EIN 86-1109193 | Advisory (Plan) | $32,125 |
ASCENSUS LLC3 years Service code 15 · EIN 11-3665754 | Recordkeeping | $17,081 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $88,145 | $65,041+35.5% | $90,951-3.1% | $79,858+10.4% |
| Participation rate | 91.1% | 61.6%+29.5pp | 69.0%+22.1pp | 69.6%+21.5pp |
| Annual return | 17.81% | 30.45%-12.6pp | 134.60%-116.8pp | 31.71%-13.9pp |
| Employer contribution / active EE | $1,258 | $1,247+0.9% | $2,122-40.7% | $2,471-49.1% |
| Participant deferral / active EE | $3,796 | $2,512+51.1% | $3,373+12.6% | $3,740+1.5% |
| Admin fee / account holder | $432 | $4,536-90.5% | $5,959-92.8% | $5,306-91.9% |