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 | Recordkeeping fees; Sub-transfer agen... | $1,860 |
NEWPORT GROUP, INC.3+ years Filed as: MATRIX FINANCIAL SOLUTIONS, INC. Service code 18 · EIN 20-1591048 | Custodial (other than securities); In... | $424 |
AMERICAN FUNDS1 year Filed as: CAPITAL RESEARCH AND MANAGEMENT Service code 12 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Trustee (individual); Recordkeeping f... | $56 |
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.
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 | $31,198 | $48,064-35.1% | $78,778-60.4% | $69,631-55.2% |
| Participation rate | 29.2% | 61.6%-32.4pp | 69.2%-40.0pp | 70.7%-41.5pp |
| Annual return | 18.43% | 21.81%-3.4pp | 35.62%-17.2pp | 27571.02%-27552.6pp |
| Employer contribution / active EE | $265 | $744-64.4% | $1,986-86.7% | $2,032-87.0% |
| Participant deferral / active EE | $671 | $2,079-67.7% | $2,958-77.3% | $3,224-79.2% |
| Admin fee / account holder | $74 | $152-51.5% | $5,134-98.6% | $110-33.2% |