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... | $2,778 |
NEWPORT GROUP, INC.3+ years Filed as: MATRIX FINANCIAL SOLUTIONS, INC. Service code 18 · EIN 20-1591048 | Trustee (bank, trust company, or simi... | $2,575 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $28,986 | $28,416+2.0% | $73,545-60.6% | $69,631-58.4% |
| Participation rate | 32.7% | 38.3%-5.6pp | 54.9%-22.2pp | 70.7%-38.0pp |
| Annual return | 20.96% | -694.13%+715.1pp | -15.16%+36.1pp | 27571.02%-27550.1pp |
| Employer contribution / active EE | $264 | $430-38.6% | $1,219-78.3% | $2,032-87.0% |
| Participant deferral / active EE | $1,275 | $897+42.1% | $1,806-29.4% | $3,224-60.5% |
| Admin fee / account holder | $22 | $104-78.8% | $2,320-99.0% | $110-80.0% |