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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 84-1477138 | Participant loan processing; Recordke... | $5,853 |
NEWPORT GROUP, INC.6+ years Filed as: MATRIX FINANCIAL SOLUTIONS, INC. Service code 18 · EIN 20-1591048 | Float revenue; Direct payment from th... | $2,597 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $91,170 | $69,362+31.4% | $101,248-10.0% | $73,488+24.1% |
| Participation rate | 85.8% | 68.4%+17.5pp | 75.8%+10.0pp | 70.7%+15.2pp |
| Annual return | 11.26% | 18.46%-7.2pp | 46.47%-35.2pp | 28.51%-17.3pp |
| Employer contribution / active EE | $4,723 | $2,628+79.7% | $3,660+29.1% | $2,270+108.1% |
| Participant deferral / active EE | $7,144 | $3,300+116.5% | $4,370+63.5% | $3,740+91.0% |
| Admin fee / account holder | $64 | $704-90.9% | $5,945-98.9% | $513-87.5% |