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 LLC Service code 27 12 BROAD ST 5TH FLOOR · RED BANK, NJ 07701 | Advisory (Plan) | $27,932 |
HANOVER INSURANCE CO.1 year Filed as: THE HANOVER INSURANCE COMPANY Service code 99 PO BOX 580045 · CHARLOTTE, NC 282580045 | Other Fees | $3,451 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,188 |
Filed as: SELECTIVE INSURANCE COMPANY OF AMER Service code 99 40 WANTAGE AVE · BRANCHVILLE, NJ 07890 | Other Fees | $426 |
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 | $220,976 | $104,475+111.5% | $159,436+38.6% | $79,386+178.4% |
| Participation rate | 90.2% | 76.6%+13.6pp | 82.8%+7.4pp | 70.7%+19.5pp |
| Annual return | 16.00% | 67.95%-52.0pp | 263.57%-247.6pp | 116.85%-100.9pp |
| Employer contribution / active EE | $2,518 | $3,417-26.3% | $4,829-47.9% | $2,427+3.7% |
| Participant deferral / active EE | $10,880 | $6,467+68.2% | $7,352+48.0% | $4,046+168.9% |
| Admin fee / account holder | $187 | $711-73.7% | $10,799-98.3% | $626-70.1% |