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 FUNDS2 years Filed as: NEWPORT CAPITAL GROUP Service code 27 · EIN 86-1109193 | Advisory (Plan) | $84,518 |
STRATEGIC ADVISORS, INC.9+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $41,484 |
Service code 37 · EIN 04-2647786 | Loan Processing | $12,458 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,708 | $53,165+138.3% | $86,188+47.0% | $74,419+70.3% |
| Participation rate | 90.2% | 64.9%+25.4pp | 69.0%+21.3pp | 70.7%+19.5pp |
| Annual return | 23.47% | 22.64%+0.8pp | 1168.45%-1145.0pp | 34.38%-10.9pp |
| Employer contribution / active EE | $3,389 | $1,210+180.1% | $2,380+42.4% | $2,637+28.5% |
| Participant deferral / active EE | $7,257 | $3,234+124.4% | $3,985+82.1% | $4,528+60.3% |
| Admin fee / account holder | $183 | $551-66.8% | $6,852-97.3% | $348-47.4% |