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) | $48,401 |
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $32,059 |
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 | $55,590 | $52,293+6.3% | $178,490-68.9% | $73,409-24.3% |
| Participation rate | 85.7% | 65.3%+20.3pp | 81.9%+3.8pp | 72.2%+13.5pp |
| Annual return | 14.61% | 34.75%-20.1pp | 151.07%-136.5pp | 59.29%-44.7pp |
| Employer contribution / active EE | $864 | $1,735-50.2% | $5,011-82.8% | $2,234-61.3% |
| Participant deferral / active EE | $3,563 | $2,332+52.8% | $5,202-31.5% | $3,805-6.4% |
| Admin fee / account holder | $73 | $127-42.7% | $13,984-99.5% | $158-53.7% |