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 FUNDS3 years Filed as: NEWPORT CAPITAL GROUP Service code 27 · EIN 86-1109193 | Advisory (Plan) | $22,822 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$463 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $49,008 | $81,474-39.8% | $133,956-63.4% | $73,488-33.3% |
| Participation rate | 82.0% | 76.4%+5.6pp | 79.8%+2.2pp | 70.7%+11.3pp |
| Annual return | 14.66% | 19.40%-4.7pp | 45.09%-30.4pp | 28.51%-13.9pp |
| Employer contribution / active EE | $0 | $2,209-100.0% | $3,919-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $2,433 | $3,786-35.7% | $5,048-51.8% | $3,740-34.9% |
| Admin fee / account holder | $113 | $713-84.2% | $8,927-98.7% | $513-78.0% |