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 FUNDS1 year Filed as: DAHER CAPITAL GROUP, LLC Service code 27 · EIN 26-2276758 | Advisory (Plan) | $29,201 |
NEWPORT GROUP, INC.2 years Service code 15 · EIN 27-2037969 | Recordkeeping | $14,329 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,489 | $59,328+62.6% | $118,925-18.9% | $73,488+31.3% |
| Participation rate | 94.0% | 62.3%+31.7pp | 75.4%+18.6pp | 70.7%+23.3pp |
| Annual return | 15.46% | 19.13%-3.7pp | 35.88%-20.4pp | 28.51%-13.1pp |
| Employer contribution / active EE | $3,464 | $1,803+92.1% | $3,263+6.2% | $2,270+52.6% |
| Participant deferral / active EE | $5,795 | $2,604+122.5% | $4,265+35.9% | $3,740+55.0% |
| Admin fee / account holder | $272 | $600-54.7% | $6,581-95.9% | $513-47.0% |