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 FUNDS1 year Filed as: NEWPORT CAPITAL GROUP Service code 27 · EIN 86-1109193 | Advisory (Plan) | $340,151 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$519,375 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $200,659 | $122,693+63.5% | $184,203+8.9% | $199,593+0.5% |
| Participation rate | 97.3% | 86.8%+10.5pp | 86.8%+10.5pp | 72.0%+25.3pp |
| Annual return | 16.79% | 143.91%-127.1pp | 28.81%-12.0pp | 34.25%-17.5pp |
| Employer contribution / active EE | $5,853 | $4,584+27.7% | $6,427-8.9% | $3,034+92.9% |
| Participant deferral / active EE | $10,983 | $7,990+37.5% | $9,131+20.3% | $5,087+115.9% |
| Admin fee / account holder | $98 | $121-18.8% | $13,901-99.3% | $269-63.6% |