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 FUNDS4 years Filed as: NEWPORT CAPITAL GROUP LLC Service code 27 12 BROAD ST 5TH FLOOR · RED BANK, NJ 07701 | Advisory (Plan) | $20,488 |
Filed as: SAVASTANO KAUFMAN & COMPANY LLC Service code 10 21-00 ROUTE 208 STE 120 · FAIR LAWN, NJ 07410 | Accounting | $8,250 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,728 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $206,205 | $99,957+106.3% | $149,696+37.7% | $73,488+180.6% |
| Participation rate | 89.2% | 75.7%+13.5pp | 82.5%+6.7pp | 70.7%+18.5pp |
| Annual return | 17.38% | 53.87%-36.5pp | 276.60%-259.2pp | 28.51%-11.1pp |
| Employer contribution / active EE | $2,008 | $3,191-37.1% | $4,644-56.8% | $2,270-11.6% |
| Participant deferral / active EE | $9,725 | $6,073+60.1% | $6,842+42.1% | $3,740+160.1% |
| Admin fee / account holder | $160 | $551-70.9% | $9,309-98.3% | $513-68.8% |