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 loan processing; Recordke... | $2,680 |
NEWPORT GROUP, INC.3 years Filed as: MATRIX FINANCIAL SOLUTIONS, INC. Service code 18 · EIN 20-1591048 | Investment management; Custodial (oth... | $707 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $13,363 | $65,061-79.5% | $143,757-90.7% | $66,914-80.0% |
| Participation rate | 54.6% | 65.2%-10.6pp | 80.3%-25.7pp | 69.8%-15.2pp |
| Annual return | -23.19% | -11.14%-12.1pp | -0.04%-23.2pp | 1.58%-24.8pp |
| Employer contribution / active EE | $1,412 | $2,361-40.2% | $4,951-71.5% | $2,544-44.5% |
| Participant deferral / active EE | $1,372 | $2,919-53.0% | $5,637-75.7% | $4,237-67.6% |
| Admin fee / account holder | $40 | $502-92.1% | $14,673-99.7% | $593-93.3% |