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 LLC Service code 27 12 BROAD STREET · RED BANK, NJ 07701 | Advisory (Plan) | $398,743 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$452,063 |
Form 5500 reported that benefits due were not provided when due.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $151,601 | $110,699+36.9% | $177,821-14.7% | $90,288+67.9% |
| Participation rate | 99.0% | 88.3%+10.6pp | 87.7%+11.2pp | 73.4%+25.6pp |
| Annual return | 17.32% | 22.79%-5.5pp | 48.32%-31.0pp | 53.97%-36.7pp |
| Employer contribution / active EE | $4,548 | $4,118+10.4% | $5,918-23.2% | $2,524+80.2% |
| Participant deferral / active EE | $8,591 | $6,731+27.6% | $7,714+11.4% | $4,232+103.0% |
| Admin fee / account holder | $110 | $90+22.6% | $12,427-99.1% | $114-3.2% |