Filed April 3, 2025 (most recent of 14 filings on file)
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.1 year Filed as: MATRIX FINANCIAL SOLUTIONS, INC. Service code 33 · EIN 20-1591048 | Securities brokerage; Other services;... | $36,430 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,381 | $117,734-12.2% | $115,752-10.7% | $77,958+32.6% |
| Participation rate | 98.3% | 82.0%+16.3pp | 77.8%+20.6pp | 71.6%+26.7pp |
| Annual return | 19.26% | 17.65%+1.6pp | 19.41%-0.1pp | 20.87%-1.6pp |
| Employer contribution / active EE | $4,190 | $2,736+53.2% | $3,492+20.0% | $2,310+81.3% |
| Participant deferral / active EE | $6,293 | $4,435+41.9% | $5,204+20.9% | $3,537+77.9% |
| Admin fee / account holder | $0 | $75-100.0% | $6,278-100.0% | $97-100.0% |