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... | $4,663 |
NEWPORT GROUP, INC.4 years Filed as: MATRIX FINANCIAL SOLUTIONS, INC. Service code 18 · EIN 20-1591048 | Shareholder servicing fees; Direct pa... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $14,997 | $61,272-75.5% | $149,673-90.0% | $71,457-79.0% |
| Participation rate | 67.0% | 62.5%+4.5pp | 78.8%-11.8pp | 67.9%-0.9pp |
| Annual return | 16.19% | 35.85%-19.7pp | 134.42%-118.2pp | 28.85%-12.7pp |
| Employer contribution / active EE | $2,161 | $2,378-9.1% | $4,818-55.1% | $2,588-16.5% |
| Participant deferral / active EE | $1,833 | $2,917-37.2% | $5,680-67.7% | $4,289-57.3% |
| Admin fee / account holder | $42 | $1,261-96.6% | $13,210-99.7% | $1,587-97.3% |