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) | $55,549 |
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $34,475 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,504 | $56,485+8.9% | $185,823-66.9% | $86,799-29.1% |
| Participation rate | 83.9% | 65.5%+18.4pp | 81.7%+2.2pp | 72.3%+11.6pp |
| Annual return | 13.97% | 118.04%-104.1pp | 122.05%-108.1pp | 97.91%-83.9pp |
| Employer contribution / active EE | $869 | $1,843-52.9% | $5,167-83.2% | $2,405-63.9% |
| Participant deferral / active EE | $3,764 | $2,553+47.4% | $5,568-32.4% | $4,131-8.9% |
| Admin fee / account holder | $84 | $150-43.9% | $16,237-99.5% | $170-50.5% |