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: VALIC Service code 26 · EIN 74-1625348 | Advisory (Participants) | $20,576 |
NEWPORT GROUP, INC.1 year Service code 15 · EIN 27-2037969 | Recordkeeping | $7,385 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,836 | $65,061-37.2% | $143,757-71.6% | $66,914-39.0% |
| Participation rate | 39.7% | 65.2%-25.5pp | 80.3%-40.6pp | 69.8%-30.1pp |
| Annual return | -15.62% | -11.14%-4.5pp | -0.04%-15.6pp | 1.58%-17.2pp |
| Employer contribution / active EE | $382 | $2,361-83.8% | $4,951-92.3% | $2,544-85.0% |
| Participant deferral / active EE | $1,040 | $2,919-64.4% | $5,637-81.5% | $4,237-75.4% |
| Admin fee / account holder | $265 | $502-47.2% | $14,673-98.2% | $593-55.3% |