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: MATRIX FINANCIAL SOLUTIONS Service code 18 · EIN 20-1591048 | Custodial (securities); Other fees; C... | $4,846 |
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.
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 | $16,617 | $37,117-55.2% | $147,614-88.7% | $55,191-69.9% |
| Participation rate | 65.0% | 63.6%+1.4pp | 84.6%-19.7pp | 69.2%-4.2pp |
| Annual return | -1.18% | 3.44%-4.6pp | 61.98%-63.2pp | 10.78%-12.0pp |
| Employer contribution / active EE | $213 | $1,620-86.8% | $5,564-96.2% | $1,899-88.8% |
| Participant deferral / active EE | $824 | $1,985-58.5% | $4,895-83.2% | $3,046-73.0% |
| Admin fee / account holder | $86 | $86+0.1% | $11,611-99.3% | $91-5.6% |