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.4 years Filed as: MATRIX FINANCIAL SOLUTIONS, INC. Service code 19 · EIN 20-1591048 | Securities Custodian | $16,874 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,991 | $143,525-0.4% | $379,746-62.3% | $90,288+58.4% |
| Participation rate | 99.3% | 82.9%+16.4pp | 78.4%+20.9pp | 73.4%+26.0pp |
| Annual return | 19.77% | 18.97%+0.8pp | 34.90%-15.1pp | 53.97%-34.2pp |
| Employer contribution / active EE | $5,021 | $3,201+56.9% | $3,540+41.9% | $2,524+98.9% |
| Participant deferral / active EE | $7,634 | $5,231+45.9% | $6,024+26.7% | $4,232+80.4% |
| Admin fee / account holder | $0 | $100-100.0% | $7,927-100.0% | $114-100.0% |