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 LLC4+ years Service code 15 · EIN 11-3665754 | Recordkeeping | $453,823 |
NEWPORT GROUP, INC.4+ years Filed as: MATRIX FINANCIAL SOLUTIONS Service code 19 · EIN 20-1591048 | Securities Custodian | $15,715 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,590 | $119,153-14.7% | $151,611-33.0% | $78,044+30.2% |
| Participation rate | 100.0% | 92.5%+7.5pp | 87.5%+12.5pp | 74.4%+25.6pp |
| Annual return | -16.16% | -10.83%-5.3pp | 3.33%-19.5pp | 10.87%-27.0pp |
| Employer contribution / active EE | $6,608 | $5,298+24.7% | $6,166+7.2% | $3,125+111.5% |
| Participant deferral / active EE | $6,922 | $8,624-19.7% | $8,363-17.2% | $5,084+36.1% |
| Admin fee / account holder | $0 | $69-100.0% | $11,616-100.0% | $79-100.0% |