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 |
|---|---|---|
NEWPORT GROUP, INC.2+ years Filed as: MATRIX FINANCIAL SOLUTIONS, INC. Service code 18 · EIN 20-1591048 | Shareholder servicing fees; Direct pa... | $1,205 |
Service code 12 · EIN 84-1477138 | Participant communication; Participan... | $846 |
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 | $46,984 | $60,165-21.9% | $74,183-36.7% | $55,167-14.8% |
| Participation rate | 98.3% | 74.2%+24.2pp | 76.6%+21.7pp | 69.0%+29.3pp |
| Annual return | 9.91% | 10.00%-0.1pp | 17.74%-7.8pp | 169.23%-159.3pp |
| Employer contribution / active EE | $3,294 | $1,600+105.9% | $2,370+39.0% | $1,963+67.8% |
| Participant deferral / active EE | $2,862 | $2,973-3.7% | $3,550-19.4% | $3,054-6.3% |
| Admin fee / account holder | $16 | $419-96.3% | $5,586-99.7% | $504-96.9% |