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 |
|---|---|---|
Service code 12 · EIN 84-1477138 | Participant loan processing; Recordke... | $898 |
NEWPORT GROUP, INC.2+ years Filed as: MATRIX FINANCIAL SOLUTIONS, INC. Service code 18 · EIN 20-1591048 | Investment management; Float revenue;... | $300 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,597 | $55,453-62.9% | $170,442-87.9% | $62,292-66.9% |
| Participation rate | 30.2% | 66.4%-36.1pp | 83.6%-53.4pp | 69.5%-39.3pp |
| Annual return | 12.66% | 21.38%-8.7pp | 205.93%-193.3pp | 28.90%-16.2pp |
| Employer contribution / active EE | $256 | $2,164-88.2% | $5,433-95.3% | $2,042-87.5% |
| Participant deferral / active EE | $1,456 | $2,303-36.8% | $4,939-70.5% | $3,169-54.1% |
| Admin fee / account holder | $13 | $455-97.1% | $13,880-99.9% | $479-97.3% |