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 FUNDS5+ years Filed as: NEWPORT CAPITAL GROUP Service code 27 · EIN 86-1109193 | Advisory (Plan) | $41,031 |
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $4,208 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $132,248 | $49,138+169.1% | $84,015+57.4% | $65,185+102.9% |
| Participation rate | 98.4% | 60.7%+37.6pp | 69.0%+29.4pp | 70.2%+28.2pp |
| Annual return | 15.20% | 23.00%-7.8pp | 71.31%-56.1pp | 29.38%-14.2pp |
| Employer contribution / active EE | $2,083 | $914+128.0% | $1,983+5.0% | $2,177-4.3% |
| Participant deferral / active EE | $3,682 | $2,397+53.6% | $3,239+13.7% | $3,514+4.8% |
| Admin fee / account holder | $31 | $543-94.2% | $6,101-99.5% | $847-96.3% |