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 8-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 LLC Service code 27 · EIN 37-6572947 | Advisory (Plan) | $52,950 |
WARREN AVERETT, LLC2 years Filed as: WARREN AVERETT Service code 10 · EIN 45-4084437 | Accounting | $17,000 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$11,491 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $514,533 | $94,338+445.4% | $100,534+411.8% | $142,382+261.4% |
| Participation rate | 91.7% | 81.7%+9.9pp | 80.6%+11.1pp | 80.1%+11.5pp |
| Annual return | 13.65% | 29.20%-15.6pp | 32.66%-19.0pp | 217.08%-203.4pp |
| Employer contribution / active EE | $13,087 | $4,237+208.9% | $4,346+201.1% | $4,299+204.4% |
| Participant deferral / active EE | $34,805 | $5,934+486.5% | $6,144+466.5% | $6,507+434.9% |
| Admin fee / account holder | $214 | $8,421-97.5% | $7,654-97.2% | $12,624-98.3% |