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 LLC Service code 27 12 BROAD ST 5TH FLOOR · RED BANK, NJ 07701 | Advisory (Plan) | $22,250 |
Service code 37 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Loan Processing | $556 |
Filed as: GREAT-WEST LIFE & ANNUITY INS CO Service code 16 | Consulting | $0 |
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 | $237,286 | $73,102+224.6% | $123,544+92.1% | $56,287+321.6% |
| Participation rate | 100.0% | 74.3%+25.7pp | 82.3%+17.7pp | 69.9%+30.1pp |
| Annual return | -3.98% | 3.01%-7.0pp | 119.20%-123.2pp | -9.96%+6.0pp |
| Employer contribution / active EE | $7,927 | $2,977+166.3% | $4,628+71.3% | $2,111+275.5% |
| Participant deferral / active EE | $10,553 | $5,423+94.6% | $6,426+64.2% | $3,350+215.1% |
| Admin fee / account holder | $129 | $554-76.7% | $9,284-98.6% | $521-75.3% |