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 FUNDS8+ years Filed as: NEWPORT CAPITAL GROUP Service code 27 · EIN 86-1109193 | Advisory (Plan) | $39,503 |
ASCENSUS LLC5 years Service code 15 · EIN 11-3665754 | Recordkeeping | $16,698 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,120 | $59,805+22.3% | $79,550-8.1% | $68,494+6.8% |
| Participation rate | 91.3% | 61.1%+30.2pp | 69.5%+21.8pp | 67.9%+23.4pp |
| Annual return | -18.33% | -12.30%-6.0pp | 0.16%-18.5pp | -7.84%-10.5pp |
| Employer contribution / active EE | $1,994 | $1,505+32.5% | $2,413-17.3% | $2,596-23.2% |
| Participant deferral / active EE | $5,299 | $3,024+75.2% | $3,985+33.0% | $4,027+31.6% |
| Admin fee / account holder | $461 | $4,835-90.5% | $6,832-93.3% | $5,403-91.5% |