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 |
|---|---|---|
NEWPORT GROUP, INC.1+ years Filed as: NEWPORT RETIREMENT SERVICES, INC. Service code 15 · EIN 62-1868111 | Recordkeeping | $6,092 |
Filed as: VALIC FINANCIAL ADVISORS, INC. Service code 33 10006 NORTH DALE MABRY HIGHWAY · TAMPA, FL 33618 | Securities brokerage; Distribution (1... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $14,163 | $37,039-61.8% | $147,614-90.4% | $59,188-76.1% |
| Participation rate | 5.1% | 63.8%-58.7pp | 84.6%-79.5pp | 69.4%-64.3pp |
| Annual return | 1.26% | 7.19%-5.9pp | 61.98%-60.7pp | 5.51%-4.2pp |
| Employer contribution / active EE | $0 | $1,353-100.0% | $5,564-100.0% | $2,098-100.0% |
| Participant deferral / active EE | $173 | $2,094-91.7% | $4,895-96.5% | $3,265-94.7% |
| Admin fee / account holder | $11 | $60-81.1% | $11,611-99.9% | $92-87.7% |