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 9-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 |
|---|---|---|
JULY BUSINESS SERVICES1 year Filed as: JULY BUSINESS SERVICES LLC Service code 15 · EIN 84-1477138 P.O. BOX 2208 · WACO, TX 76703 | Recordkeeping | $500 |
NEWPORT GROUP, INC.2 years Filed as: MATRIX FINANCIAL SOLUTIONS, INC. Service code 18 · EIN 20-1591048 | Investment management; Direct payment... | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $24,524 | $64,660-62.1% | $81,812-70.0% | - |
| Participation rate | 73.7% | 64.3%+9.4pp | 72.3%+1.4pp | - |
| Annual return | 15.78% | 13.48%+2.3pp | 773.79%-758.0pp | - |
| Employer contribution / active EE | $3,941 | $3,065+28.6% | $2,912+35.3% | - |
| Participant deferral / active EE | $721 | $3,215-77.6% | $4,319-83.3% | - |
| Admin fee / account holder | $4 | $2,218-99.8% | $7,386-99.9% | - |