See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 9-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS6 years Filed as: NEWPORT CAPITAL GROUP Service code 27 · EIN 86-1109193 | Advisory (Plan) | $26,523 |
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $15,784 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,330 | $46,292-17.2% | $143,757-73.3% | $64,808-40.9% |
| Participation rate | 63.7% | 64.2%-0.5pp | 80.3%-16.6pp | 71.5%-7.7pp |
| Annual return | -16.42% | -10.05%-6.4pp | -0.04%-16.4pp | 32.82%-49.2pp |
| Employer contribution / active EE | $1,224 | $1,910-35.9% | $4,951-75.3% | $2,506-51.1% |
| Participant deferral / active EE | $1,190 | $2,646-55.0% | $5,637-78.9% | $4,310-72.4% |
| Admin fee / account holder | $45 | $154-71.0% | $14,673-99.7% | $188-76.3% |