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 FUNDS1 year Filed as: NEWPORT CAPITAL GROUP, LLC Service code 16 · EIN 37-6572947 | Consulting | $58,835 |
STRATEGIC ADVISORS, INC.7+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $38,757 |
EISNERAMPER LLP1 year Service code 10 · EIN 87-1363769 | Accounting | $22,895 |
Service code 37 · EIN 04-2647786 | Loan Processing | $13,882 |
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 | $140,318 | $50,956+175.4% | $96,562+45.3% | $86,799+61.7% |
| Participation rate | 72.2% | 65.2%+6.9pp | 69.8%+2.4pp | 72.3%-0.1pp |
| Annual return | 14.76% | 21.27%-6.5pp | 37.78%-23.0pp | 97.91%-83.1pp |
| Employer contribution / active EE | $2,304 | $1,111+107.4% | $2,356-2.2% | $2,405-4.2% |
| Participant deferral / active EE | $4,923 | $2,954+66.7% | $3,849+27.9% | $4,131+19.2% |
| Admin fee / account holder | $127 | $166-23.3% | $6,181-97.9% | $170-24.9% |