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 9-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) | $25,500 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $20,858 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $38,018 | $37,196+2.2% | $154,107-75.3% | $55,725-31.8% |
| Participation rate | 88.1% | 64.1%+24.0pp | 83.0%+5.0pp | 70.9%+17.2pp |
| Annual return | -4.33% | 1319.68%-1324.0pp | 735.12%-739.4pp | 244.93%-249.3pp |
| Employer contribution / active EE | $1,402 | $1,614-13.2% | $5,298-73.5% | $2,078-32.5% |
| Participant deferral / active EE | $1,398 | $2,068-32.4% | $5,081-72.5% | $3,356-58.3% |
| Admin fee / account holder | $70 | $102-30.6% | $13,411-99.5% | $115-38.8% |