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 | Direct payment from the plan; Recordk... | $2,620 |
NEWPORT GROUP, INC.1+ years Filed as: MATRIX FINANCIAL SOLUTIONS, INC. Service code 18 · EIN 20-1591048 | Shareholder servicing fees; Direct pa... | $736 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $30,223 | $39,245-23.0% | $64,105-52.9% | $52,331-42.2% |
| Participation rate | 28.1% | 58.2%-30.2pp | 68.2%-40.1pp | 68.1%-40.0pp |
| Annual return | -0.50% | 14.79%-15.3pp | 791.24%-791.7pp | 4.54%-5.0pp |
| Employer contribution / active EE | $258 | $736-64.9% | $1,820-85.8% | $1,882-86.3% |
| Participant deferral / active EE | $663 | $1,992-66.7% | $2,822-76.5% | $3,022-78.1% |
| Admin fee / account holder | $45 | $592-92.3% | $4,499-99.0% | $592-92.3% |