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 | Claims processing; Participant commun... | $732 |
NEWPORT GROUP, INC.3+ years Filed as: MATRIX FINANCIAL SOLUTIONS, INC. Service code 18 · EIN 20-1591048 | Investment management; Direct payment... | $345 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $19,378 | $47,977-59.6% | $154,107-87.4% | $56,287-65.6% |
| Participation rate | 37.1% | 66.2%-29.1pp | 83.0%-46.0pp | 69.9%-32.8pp |
| Annual return | 12.30% | 3.54%+8.8pp | 735.12%-722.8pp | -9.96%+22.3pp |
| Employer contribution / active EE | $561 | $2,169-74.1% | $5,298-89.4% | $2,111-73.4% |
| Participant deferral / active EE | $1,530 | $2,392-36.0% | $5,081-69.9% | $3,350-54.3% |
| Admin fee / account holder | $9 | $438-97.9% | $13,411-99.9% | $521-98.2% |