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 FUNDS10+ years Filed as: NEWPORT CAPITAL GROUP Service code 27 · EIN 86-1109193 | Advisory (Plan) | $61,975 |
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $29,544 |
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 | $74,159 | $50,815+45.9% | $155,509-52.3% | $77,643-4.5% |
| Participation rate | 87.5% | 63.1%+24.4pp | 78.2%+9.4pp | 70.6%+17.0pp |
| Annual return | 11.61% | 34.80%-23.2pp | 64.67%-53.1pp | 31.24%-19.6pp |
| Employer contribution / active EE | $1,836 | $1,993-7.9% | $4,672-60.7% | $2,726-32.6% |
| Participant deferral / active EE | $4,785 | $2,822+69.5% | $5,626-15.0% | $4,647+3.0% |
| Admin fee / account holder | $75 | $437-82.9% | $15,912-99.5% | $430-82.7% |