See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS4 years Filed as: NEWPORT CAPITAL GROUP Service code 27 · EIN 86-1109193 | Advisory (Plan) | $24,400 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$2,342 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,522 | $99,985-46.5% | $146,665-63.5% | $85,850-37.7% |
| Participation rate | 87.7% | 73.1%+14.6pp | 80.1%+7.6pp | 69.3%+18.4pp |
| Annual return | 11.69% | 18.93%-7.2pp | 22.74%-11.1pp | 318.53%-306.8pp |
| Employer contribution / active EE | $0 | $2,559-100.0% | $4,136-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,599 | $4,006-10.2% | $5,506-34.6% | $3,952-8.9% |
| Admin fee / account holder | $147 | $7,702-98.1% | $10,280-98.6% | $6,260-97.7% |