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 FUNDS7+ years Filed as: NEWPORT CAPITAL GROUP Service code 27 · EIN 86-1109193 | Advisory (Plan) | $41,371 |
ASCENSUS LLC4 years Service code 15 · EIN 11-3665754 | Recordkeeping | $16,056 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,731 | $70,428+24.6% | $96,562-9.1% | $85,850+2.2% |
| Participation rate | 92.3% | 61.8%+30.5pp | 69.8%+22.5pp | 69.3%+23.0pp |
| Annual return | 14.50% | 18.59%-4.1pp | 37.78%-23.3pp | 318.53%-304.0pp |
| Employer contribution / active EE | $1,756 | $1,413+24.3% | $2,356-25.5% | $2,565-31.5% |
| Participant deferral / active EE | $4,413 | $2,894+52.5% | $3,849+14.7% | $3,952+11.7% |
| Admin fee / account holder | $442 | $4,997-91.2% | $6,181-92.9% | $6,260-92.9% |