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 48-1205033 1809 24TH STREET · GREAT BEND, KS 67530 | Trustee (bank, trust company, or simi... | $14,247 |
NEWPORT GROUP, INC.1 year Filed as: MATRIX FINANCIAL SOLUTIONS Service code 18 | Custodial (other than securities); Ot... | $13,533 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $74,938 | $155,795-51.9% | $136,294-45.0% | $69,631+7.6% |
| Participation rate | 62.9% | 75.2%-12.3pp | 81.9%-19.0pp | 70.7%-7.7pp |
| Annual return | 18.21% | 232464.33%-232446.1pp | 5155.94%-5137.7pp | 27571.02%-27552.8pp |
| Employer contribution / active EE | $2,778 | $2,991-7.1% | $4,695-40.8% | $2,032+36.7% |
| Participant deferral / active EE | $2,544 | $5,394-52.8% | $6,247-59.3% | $3,224-21.1% |
| Admin fee / account holder | $43 | $128-66.6% | $9,243-99.5% | $110-61.2% |