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) | $40,070 |
Service code 15 · EIN 84-0467907 | Recordkeeping | $1,494 |
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $263,895 | $80,753+226.8% | $136,294+93.6% | $62,292+323.6% |
| Participation rate | 98.6% | 73.5%+25.1pp | 81.9%+16.7pp | 69.5%+29.1pp |
| Annual return | 18.17% | 35.83%-17.7pp | 5155.94%-5137.8pp | 28.90%-10.7pp |
| Employer contribution / active EE | $8,222 | $2,884+185.1% | $4,695+75.1% | $2,042+302.6% |
| Participant deferral / active EE | $10,651 | $5,164+106.3% | $6,247+70.5% | $3,169+236.1% |
| Admin fee / account holder | $111 | $525-78.9% | $9,243-98.8% | $479-76.9% |