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 | Float revenue; Recordkeeping fees; Pa... | $16,213 |
NEWPORT GROUP, INC.1 year Filed as: MATRIX FINANCIAL SOLUTIONS Service code 18 · EIN 20-1591048 | Custodial (securities); Custodial (ot... | $15,340 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $21,602 | $46,173-53.2% | $170,442-87.3% | $69,631-69.0% |
| Participation rate | 55.4% | 63.9%-8.5pp | 83.6%-28.2pp | 70.7%-15.3pp |
| Annual return | 18.66% | 21.62%-3.0pp | 205.93%-187.3pp | 27571.02%-27552.4pp |
| Employer contribution / active EE | $929 | $1,610-42.3% | $5,433-82.9% | $2,032-54.3% |
| Participant deferral / active EE | $1,258 | $2,080-39.5% | $4,939-74.5% | $3,224-61.0% |
| Admin fee / account holder | $22 | $116-80.9% | $13,880-99.8% | $110-79.9% |