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 FUNDS3 years Filed as: NEWPORT CAPITAL GROUP LLC Service code 99 12 BROAD ST 5TH FLOOR · RED BANK, NJ 07701 | Other Fees | $86,709 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $8,622 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $117,801 | $99,957+17.9% | $149,696-21.3% | $73,488+60.3% |
| Participation rate | 86.1% | 75.7%+10.4pp | 82.5%+3.6pp | 70.7%+15.4pp |
| Annual return | 15.56% | 53.87%-38.3pp | 276.60%-261.0pp | 28.51%-13.0pp |
| Employer contribution / active EE | $0 | $3,191-100.0% | $4,644-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $7,063 | $6,073+16.3% | $6,842+3.2% | $3,740+88.9% |
| Admin fee / account holder | $533 | $551-3.3% | $9,309-94.3% | $513+3.8% |