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) | $53,477 |
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $27,595 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,389 | $46,292+15.3% | $143,757-62.9% | $64,808-17.6% |
| Participation rate | 84.7% | 64.2%+20.4pp | 80.3%+4.4pp | 71.5%+13.2pp |
| Annual return | -14.57% | -10.05%-4.5pp | -0.04%-14.5pp | 32.82%-47.4pp |
| Employer contribution / active EE | $1,448 | $1,910-24.2% | $4,951-70.8% | $2,506-42.2% |
| Participant deferral / active EE | $3,841 | $2,646+45.2% | $5,637-31.9% | $4,310-10.9% |
| Admin fee / account holder | $67 | $154-56.1% | $14,673-99.5% | $188-64.1% |