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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.
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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 | Sub-transfer agency fees; Direct paym... | $1,987 |
NEWPORT GROUP, INC.2 years Filed as: MATRIX FINANCIAL SOLUTIONS, INC. Service code 18 · EIN 20-1591048 | Shareholder servicing fees; Investmen... | $643 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,493 | $61,156-73.0% | $185,823-91.1% | $79,386-79.2% |
| Participation rate | 48.6% | 66.6%-18.0pp | 81.7%-33.1pp | 70.7%-22.1pp |
| Annual return | 21.69% | 19.45%+2.2pp | 122.05%-100.4pp | 116.85%-95.2pp |
| Employer contribution / active EE | $0 | $2,321-100.0% | $5,167-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $973 | $2,789-65.1% | $5,568-82.5% | $4,046-76.0% |
| Admin fee / account holder | $37 | $710-94.9% | $16,237-99.8% | $626-94.2% |