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.3 years Filed as: MATRIX FINANCIAL SOLUTIONS, INC. Service code 19 · EIN 20-1591048 | Securities Custodian | $27,359 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,833 | $127,218-1.9% | $392,568-68.2% | $77,787+60.5% |
| Participation rate | 98.6% | 82.0%+16.6pp | 78.1%+20.6pp | 73.2%+25.4pp |
| Annual return | 21.71% | 25.27%-3.6pp | 24.42%-2.7pp | 32.57%-10.9pp |
| Employer contribution / active EE | $4,792 | $3,064+56.4% | $3,783+26.7% | $2,504+91.4% |
| Participant deferral / active EE | $7,398 | $4,820+53.5% | $5,985+23.6% | $3,967+86.5% |
| Admin fee / account holder | $0 | $89-100.0% | $6,260-100.0% | $100-100.0% |