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 4-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 26 · EIN 20-8073773 | Advisory (Participants) | $6,841 |
NEWPORT GROUP, INC.3+ years Filed as: MATRIX FINANCIAL SOLUTIONS, LLC Service code 19 · EIN 20-1591048 | Securities Custodian | $6,279 |
Filed as: PROFESSIONAL CAPITAL SERVICES Service code 15 · EIN 23-4048464 | Recordkeeping | $5,318 |
ALTA TRUST2 years Filed as: ALTA TRUST COMPANY Service code 21 · EIN 45-5361070 | Bank Trustee | $1,252 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,040 | $76,050-69.7% | $96,544-76.1% | $71,457-67.8% |
| Participation rate | 50.7% | 74.4%-23.7pp | 76.0%-25.3pp | 67.9%-17.3pp |
| Annual return | 15.70% | 22.81%-7.1pp | 25.84%-10.1pp | 28.85%-13.2pp |
| Employer contribution / active EE | $1,416 | $2,244-36.9% | $2,965-52.2% | $2,588-45.3% |
| Participant deferral / active EE | $2,065 | $4,215-51.0% | $4,851-57.4% | $4,289-51.9% |
| Admin fee / account holder | $189 | $2,707-93.0% | $8,252-97.7% | $1,587-88.1% |