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 5-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 FUNDS2 years Filed as: NEWPORT CAPITAL GROUP LLC Service code 27 12 BROAD ST 5TH FL · RED BANK, NJ 07701 | Advisory (Plan) | $28,683 |
AMERICAN FUNDS3+ years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $17,728 |
USI CONSULTING GROUP1 year Filed as: USI ADVISORS INC Service code 27 95 GLASTONBURY BLVD · GLASTONBURY, CT 06033 | Advisory (Plan) | $6,875 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,245 | $82,202-57.1% | $125,339-71.9% | $64,808-45.6% |
| Participation rate | 70.5% | 77.9%-7.4pp | 82.4%-11.9pp | 71.5%-1.0pp |
| Annual return | -1.72% | 3.48%-5.2pp | 572.05%-573.8pp | 32.82%-34.5pp |
| Employer contribution / active EE | $3,248 | $3,615-10.2% | $4,814-32.5% | $2,506+29.6% |
| Participant deferral / active EE | $7,071 | $7,175-1.4% | $7,446-5.0% | $4,310+64.1% |
| Admin fee / account holder | $182 | $163+11.6% | $10,010-98.2% | $188-3.0% |