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 |
|---|---|---|
MATRIX TRUST COMPANY2+ years Filed as: MATRIX TRUST Service code 12 · EIN 75-3182674 717 17TH STREET · DENVER, CO 80202 | Claims processing; Trustee (directed)... | $0 |
NEWPORT GROUP, INC.2+ years Filed as: NEWPORT GROUP Service code 15 · EIN 62-1868111 13925 BALLANTYNE CORPORATE PLACE · CHARLOTTE, NC 28277 | Recordkeeping | $0 |
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 | $22,450 | $42,772-47.5% | $87,507-74.3% | $55,167-59.3% |
| Participation rate | 100.0% | 66.5%+33.5pp | 73.8%+26.2pp | 69.0%+31.0pp |
| Annual return | 12.90% | 21.20%-8.3pp | 12.21%+0.7pp | 169.23%-156.3pp |
| Employer contribution / active EE | $2,061 | $1,277+61.4% | $2,550-19.2% | $1,963+5.0% |
| Participant deferral / active EE | $1,698 | $2,342-27.5% | $3,149-46.1% | $3,054-44.4% |
| Admin fee / account holder | $75 | $461-83.7% | $4,221-98.2% | $504-85.1% |