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, LLC Service code 27 12 BROAD ST 5TH FLOOR · RED BANK, NJ 07701 | Advisory (Plan) | $43,249 |
Service code 15 · EIN 84-0467907 | Recordkeeping | $463 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $241,361 | $75,183+221.0% | $123,892+94.8% | $55,167+337.5% |
| Participation rate | 98.6% | 72.8%+25.7pp | 81.4%+17.1pp | 69.0%+29.6pp |
| Annual return | 5.64% | 19.01%-13.4pp | 47.52%-41.9pp | 169.23%-163.6pp |
| Employer contribution / active EE | $8,318 | $2,823+194.6% | $4,617+80.2% | $1,963+323.8% |
| Participant deferral / active EE | $11,551 | $5,084+127.2% | $5,984+93.0% | $3,054+278.2% |
| Admin fee / account holder | $116 | $663-82.6% | $8,357-98.6% | $504-77.1% |