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 37-6572947 | Advisory (Plan) | $60,000 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 60 · EIN 04-2647786 | Sub-TA Fees | $1,975 |
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 | $363,765 | $122,239+197.6% | $184,203+97.5% | $74,495+388.3% |
| Participation rate | 92.8% | 85.5%+7.3pp | 86.8%+6.0pp | 67.2%+25.6pp |
| Annual return | 18.38% | 19.95%-1.6pp | 28.81%-10.4pp | 1364.94%-1346.6pp |
| Employer contribution / active EE | $14,534 | $4,537+220.3% | $6,427+126.1% | $2,623+454.1% |
| Participant deferral / active EE | $12,617 | $7,139+76.7% | $9,131+38.2% | $4,346+190.3% |
| Admin fee / account holder | $274 | $1,260-78.2% | $13,901-98.0% | $1,942-85.9% |