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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $627,875 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $519,237 |
AMERICAN FUNDS3 years Filed as: NEWPORT CAPITAL GROUP Service code 27 · EIN 86-1109193 | Advisory (Plan) | $140,000 |
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 | $35,349 | $49,973-29.3% | $83,848-57.8% | $73,367-51.8% |
| Participation rate | 96.0% | 77.8%+18.2pp | 76.1%+19.8pp | 69.5%+26.5pp |
| Annual return | -0.77% | 0.83%-1.6pp | 850.88%-851.7pp | 173.45%-174.2pp |
| Employer contribution / active EE | $1,229 | $3,293-62.7% | $3,631-66.1% | $2,499-50.8% |
| Participant deferral / active EE | $4,011 | $2,341+71.4% | $4,082-1.7% | $4,033-0.5% |
| Admin fee / account holder | $96 | $95+1.1% | $5,478-98.2% | $68+40.9% |