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 FUNDS2 years Filed as: NEWPORT CAPITAL GROUP Service code 27 · EIN 86-1109193 | Advisory (Plan) | $21,517 |
Service code 37 · EIN 04-2647786 | Loan Processing | $111 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $44,851 | $86,332-48.0% | $125,175-64.2% | $65,185-31.2% |
| Participation rate | 83.2% | 75.3%+7.9pp | 79.8%+3.5pp | 70.2%+13.0pp |
| Annual return | 21.19% | 27.43%-6.2pp | 43.79%-22.6pp | 29.38%-8.2pp |
| Employer contribution / active EE | $0 | $2,040-100.0% | $3,865-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $3,277 | $3,537-7.4% | $4,937-33.6% | $3,514-6.7% |
| Admin fee / account holder | $108 | $609-82.3% | $9,702-98.9% | $847-87.3% |