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; Partici... | $160 |
NEWPORT GROUP, INC.1 year Filed as: MATRIX FINANCIAL SOLUTIONS, INC. Service code 18 · EIN 20-1591048 | Float revenue; Investment management;... | $60 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $21,002 | $91,190-77.0% | $178,490-88.2% | $79,858-73.7% |
| Participation rate | 25.5% | 69.2%-43.7pp | 81.9%-56.4pp | 69.6%-44.1pp |
| Annual return | 15.96% | 24.19%-8.2pp | 151.07%-135.1pp | 31.71%-15.8pp |
| Employer contribution / active EE | $942 | $3,256-71.1% | $5,011-81.2% | $2,471-61.9% |
| Participant deferral / active EE | $1,088 | $3,236-66.4% | $5,202-79.1% | $3,740-70.9% |
| Admin fee / account holder | $5 | $6,751-99.9% | $13,984-100.0% | $5,306-99.9% |