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 | Participant communication; Direct pay... | $1,250 |
NEWPORT GROUP, INC.3+ years Filed as: MATRIX FINANCIAL SOLUTIONS, INC. Service code 18 · EIN 20-1591048 | Direct payment from the plan; Investm... | $500 |
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 | $55,352 | $58,726-5.7% | $92,233-40.0% | $62,292-11.1% |
| Participation rate | 87.1% | 68.3%+18.8pp | 76.5%+10.6pp | 69.5%+17.6pp |
| Annual return | 19.33% | 43.62%-24.3pp | 176.28%-157.0pp | 28.90%-9.6pp |
| Employer contribution / active EE | $3,764 | $2,392+57.4% | $3,679+2.3% | $2,042+84.3% |
| Participant deferral / active EE | $5,356 | $2,766+93.7% | $3,897+37.5% | $3,169+69.0% |
| Admin fee / account holder | $12 | $556-97.9% | $5,194-99.8% | $479-97.6% |