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 FUNDS3+ years Filed as: NEWPORT CAPITAL GROUP Service code 27 · EIN 86-1109193 | Advisory (Plan) | $36,538 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,085 |
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 | $123,711 | $51,466+140.4% | $78,778+57.0% | $62,292+98.6% |
| Participation rate | 95.9% | 59.8%+36.1pp | 69.2%+26.7pp | 69.5%+26.4pp |
| Annual return | 13.51% | 19.96%-6.4pp | 35.62%-22.1pp | 28.90%-15.4pp |
| Employer contribution / active EE | $1,943 | $827+134.9% | $1,986-2.1% | $2,042-4.8% |
| Participant deferral / active EE | $3,557 | $2,147+65.6% | $2,958+20.2% | $3,169+12.2% |
| Admin fee / account holder | $23 | $489-95.3% | $5,134-99.5% | $479-95.2% |