Filed March 18, 2021 (most recent of 4 filings on file)
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 6-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 |
|---|---|---|
ASCENSUS LLC6+ years Service code 15 · EIN 11-3665754 | Recordkeeping | $538,433 |
NEWPORT GROUP, INC.6+ years Filed as: MATRIX FINANCIAL SOLUTIONS Service code 19 · EIN 20-1591048 | Securities Custodian | $9,755 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $141,983 | $145,516-2.4% | $184,200-22.9% | $99,061+43.3% |
| Participation rate | 100.0% | 90.3%+9.7pp | 86.8%+13.2pp | 71.6%+28.4pp |
| Annual return | 16.00% | 21.23%-5.2pp | 28.80%-12.8pp | 17.66%-1.7pp |
| Employer contribution / active EE | $6,942 | $5,354+29.6% | $6,424+8.1% | $3,261+112.9% |
| Participant deferral / active EE | $7,295 | $8,423-13.4% | $9,132-20.1% | $5,331+36.8% |
| Admin fee / account holder | $15 | $78-80.2% | $13,907-99.9% | $109-85.9% |