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.3+ years Filed as: MATRIX FINANCIAL SOLUTIONS, INC. Service code 18 · EIN 20-1591048 | Investment management; Custodial (oth... | $1,612 |
Service code 12 · EIN 84-1477138 | Direct payment from the plan; Claims ... | $440 |
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 | $55,971 | $64,909-13.8% | $82,313-32.0% | $62,292-10.1% |
| Participation rate | 95.2% | 74.9%+20.3pp | 76.9%+18.3pp | 69.5%+25.7pp |
| Annual return | 16.15% | 21.18%-5.0pp | 25.88%-9.7pp | 28.90%-12.8pp |
| Employer contribution / active EE | $3,220 | $1,676+92.1% | $2,428+32.6% | $2,042+57.7% |
| Participant deferral / active EE | $2,862 | $3,103-7.8% | $3,706-22.8% | $3,169-9.7% |
| Admin fee / account holder | $15 | $440-96.7% | $5,608-99.7% | $479-96.9% |