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 | Other fees; Custodial (securities); C... | $4,728 |
Service code 15 | Recordkeeping | $3,100 |
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 | $34,513 | $39,245-12.1% | $64,105-46.2% | $52,331-34.0% |
| Participation rate | 73.5% | 58.2%+15.2pp | 68.2%+5.3pp | 68.1%+5.4pp |
| Annual return | 0.70% | 14.79%-14.1pp | 791.24%-790.5pp | 4.54%-3.8pp |
| Employer contribution / active EE | $1,342 | $736+82.3% | $1,820-26.2% | $1,882-28.7% |
| Participant deferral / active EE | $2,271 | $1,992+14.0% | $2,822-19.5% | $3,022-24.9% |
| Admin fee / account holder | $0 | $592-100.0% | $4,499-100.0% | $592-100.0% |