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 |
|---|---|---|
Service code 12 · EIN 84-1477138 | Direct payment from the plan; Partici... | $420 |
NEWPORT GROUP, INC.4+ years Filed as: MATRIX FINANCIAL SOLUTIONS, INC. Service code 18 · EIN 20-1591048 | Custodial (other than securities); Sh... | $100 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $9,224 | $47,977-80.8% | $154,107-94.0% | $56,287-83.6% |
| Participation rate | 20.7% | 66.2%-45.5pp | 83.0%-62.3pp | 69.9%-49.1pp |
| Annual return | -12.42% | 3.54%-16.0pp | 735.12%-747.5pp | -9.96%-2.5pp |
| Employer contribution / active EE | $367 | $2,169-83.1% | $5,298-93.1% | $2,111-82.6% |
| Participant deferral / active EE | $754 | $2,392-68.5% | $5,081-85.2% | $3,350-77.5% |
| Admin fee / account holder | $19 | $438-95.6% | $13,411-99.9% | $521-96.3% |