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 FUNDS4 years Filed as: NEWPORT CAPITAL GROUP LLC Service code 27 12 BROAD STREET · RED BANK, NJ 07701 | Advisory (Plan) | $773,359 |
LITTLER MENDELSON, P.C.1 year Filed as: LITTLER MENDELSON Service code 29 · EIN 94-2602731 | Legal | $10,648 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$420,371 |
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $172,619 | $112,686+53.2% | $169,993+1.5% | $80,160+115.3% |
| Participation rate | 96.4% | 87.4%+9.0pp | 87.0%+9.4pp | 72.9%+23.5pp |
| Annual return | 20.07% | 67.04%-47.0pp | 53.37%-33.3pp | 40.38%-20.3pp |
| Employer contribution / active EE | $5,494 | $4,481+22.6% | $6,785-19.0% | $2,978+84.5% |
| Participant deferral / active EE | $10,336 | $7,876+31.2% | $10,408-0.7% | $5,017+106.0% |
| Admin fee / account holder | $208 | $99+110.2% | $12,815-98.4% | $145+43.7% |