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; Sub-tra... | $1,200 |
NEWPORT GROUP, INC.4+ years Filed as: MATRIX FINANCIAL SOLUTIONS, INC. Service code 18 · EIN 20-1591048 | Direct payment from the plan; Float r... | $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 | $57,289 | $55,449+3.3% | $83,848-31.7% | $56,287+1.8% |
| Participation rate | 83.3% | 68.0%+15.3pp | 76.1%+7.2pp | 69.9%+13.5pp |
| Annual return | -5.55% | -1.38%-4.2pp | 850.88%-856.4pp | -9.96%+4.4pp |
| Employer contribution / active EE | $4,579 | $2,430+88.4% | $3,631+26.1% | $2,111+116.9% |
| Participant deferral / active EE | $6,285 | $2,935+114.1% | $4,082+54.0% | $3,350+87.6% |
| Admin fee / account holder | $11 | $656-98.4% | $5,478-99.8% | $521-97.9% |