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 84-1477138 | Direct payment from the plan; Recordk... | $1,980 |
NEWPORT GROUP, INC.2+ years Filed as: MATRIX FINANCIAL SOLUTIONS, INC. Service code 18 · EIN 20-1591048 | Float revenue; Shareholder servicing ... | $895 |
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 | $50,215 | $52,884-5.0% | $84,750-40.8% | $55,167-9.0% |
| Participation rate | 80.7% | 67.5%+13.2pp | 76.6%+4.1pp | 69.0%+11.7pp |
| Annual return | 9.41% | 18.03%-8.6pp | 22.78%-13.4pp | 169.23%-159.8pp |
| Employer contribution / active EE | $3,796 | $2,233+70.0% | $3,574+6.2% | $1,963+93.4% |
| Participant deferral / active EE | $5,141 | $2,644+94.4% | $3,712+38.5% | $3,054+68.3% |
| Admin fee / account holder | $22 | $581-96.1% | $5,332-99.6% | $504-95.5% |