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 FUNDS6 years Filed as: NEWPORT CAPITAL GROUP LLC Service code 16 12 BROAD STREET · RED BANK, NJ 07701 | Consulting | $39,316 |
T ROWE PRICE RPS INC4 years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $21,737 |
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 | $27,358 | $70,115-61.0% | $70,515-61.2% | $80,160-65.9% |
| Participation rate | 82.9% | 71.7%+11.3pp | 68.3%+14.6pp | 72.9%+10.0pp |
| Annual return | 12.41% | 134.51%-122.1pp | 32.77%-20.4pp | 40.38%-28.0pp |
| Employer contribution / active EE | $0 | $3,021-100.0% | $2,973-100.0% | $2,978-100.0% |
| Participant deferral / active EE | $2,674 | $4,495-40.5% | $4,567-41.4% | $5,017-46.7% |
| Admin fee / account holder | $38 | $112-66.3% | $6,412-99.4% | $145-73.9% |