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 10-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 FUNDS7 years Filed as: NEWPORT CAPITAL GROUP LLC Service code 16 12 BROAD STREET · RED BANK, NJ 07701 | Consulting | $65,117 |
T ROWE PRICE RPS INC5 years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $28,140 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,386 | $81,357-65.1% | $75,972-62.6% | $199,593-85.8% |
| Participation rate | 86.5% | 69.9%+16.6pp | 69.1%+17.4pp | 72.0%+14.5pp |
| Annual return | 9.36% | 16.32%-7.0pp | 359.55%-350.2pp | 34.25%-24.9pp |
| Employer contribution / active EE | $0 | $3,341-100.0% | $2,685-100.0% | $3,034-100.0% |
| Participant deferral / active EE | $3,088 | $4,710-34.4% | $4,255-27.4% | $5,087-39.3% |
| Admin fee / account holder | $55 | $144-62.2% | $6,467-99.2% | $269-79.7% |