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 FUNDS1 year Filed as: NEWPORT CAPITAL GROUP Service code 26 · EIN 37-6572947 | Advisory (Participants) | $15,000 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$42,800 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $317,868 | $130,194+144.1% | $169,993+87.0% | $71,457+344.8% |
| Participation rate | 93.7% | 86.1%+7.5pp | 87.0%+6.7pp | 67.9%+25.7pp |
| Annual return | 20.20% | 20.37%-0.2pp | 53.37%-33.2pp | 28.85%-8.6pp |
| Employer contribution / active EE | $14,133 | $4,381+222.6% | $6,785+108.3% | $2,588+446.2% |
| Participant deferral / active EE | $12,297 | $6,923+77.6% | $10,408+18.2% | $4,289+186.7% |
| Admin fee / account holder | $77 | $966-92.0% | $12,815-99.4% | $1,587-95.1% |