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 FUNDS5 years Filed as: NEWPORT CAPITAL GROUP Service code 27 · EIN 86-1109193 | Advisory (Plan) | $18,555 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$2,171 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,731 | $81,900-44.2% | $119,609-61.8% | $68,494-33.2% |
| Participation rate | 87.1% | 71.9%+15.2pp | 79.3%+7.8pp | 67.9%+19.2pp |
| Annual return | -17.82% | -23.82%+6.0pp | -14.97%-2.9pp | -7.84%-10.0pp |
| Employer contribution / active EE | $0 | $2,693-100.0% | $4,232-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,173 | $4,148+0.6% | $5,602-25.5% | $4,027+3.6% |
| Admin fee / account holder | $130 | $6,582-98.0% | $10,323-98.7% | $5,403-97.6% |