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 |
|---|---|---|
Filed as: VERATIS INVESTMENT GROUP, INC. Service code 27 · EIN 56-2274965 | Advisory (Plan) | $17,728 |
NEWPORT GROUP, INC.1+ years Service code 12 · EIN 27-2037969 | Claims processing; Recordkeeping and ... | $8,823 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $40,181 | $50,898-21.1% | $171,082-76.5% | $55,167-27.2% |
| Participation rate | 52.3% | 63.3%-11.0pp | 76.7%-24.4pp | 69.0%-16.7pp |
| Annual return | 4.67% | 15.34%-10.7pp | 32.56%-27.9pp | 169.23%-164.6pp |
| Employer contribution / active EE | $0 | $1,433-100.0% | $4,002-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $1,868 | $2,994-37.6% | $4,797-61.1% | $3,054-38.9% |
| Admin fee / account holder | $220 | $500-56.0% | $8,520-97.4% | $504-56.3% |