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; Claims p... | $2,272 |
NEWPORT GROUP, INC.2 years Filed as: MATRIX FINANCIAL SOLUTIONS, INC. Service code 18 · EIN 20-1591048 | Investment management; Direct payment... | $776 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,710 | $64,119-67.7% | $112,228-81.5% | $66,914-69.0% |
| Participation rate | 50.0% | 68.5%-18.5pp | 75.1%-25.1pp | 69.8%-19.8pp |
| Annual return | -24.23% | -13.81%-10.4pp | 27.45%-51.7pp | 1.58%-25.8pp |
| Employer contribution / active EE | $1,485 | $3,005-50.6% | $3,635-59.1% | $2,544-41.6% |
| Participant deferral / active EE | $3,621 | $3,693-1.9% | $4,728-23.4% | $4,237-14.5% |
| Admin fee / account holder | $43 | $625-93.1% | $6,410-99.3% | $593-92.8% |