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 27 12 BROAD ST · RED BANK, NJ 07701 | Advisory (Plan) | $77,772 |
T ROWE PRICE RPS INC1 year Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $1,250 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,238 | $74,462-62.1% | $81,983-65.6% | $90,288-68.7% |
| Participation rate | 72.4% | 69.7%+2.7pp | 69.2%+3.1pp | 73.4%-1.0pp |
| Annual return | 5.31% | 17.56%-12.2pp | 41.31%-36.0pp | 53.97%-48.7pp |
| Employer contribution / active EE | $0 | $2,334-100.0% | $2,498-100.0% | $2,524-100.0% |
| Participant deferral / active EE | $1,499 | $3,602-58.4% | $3,722-59.7% | $4,232-64.6% |
| Admin fee / account holder | $56 | $98-43.2% | $5,664-99.0% | $114-51.2% |