See peer percentile detail with Solo.
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.
See the 10-year trajectory with Solo.
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 | Recordkeeping and information managem... | $1,330 |
NEWPORT GROUP, INC.6+ years Filed as: MATRIX FINANCIAL SOLUTIONS, INC. Service code 18 · EIN 20-1591048 | Shareholder servicing fees; Trustee (... | $60 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,843 | $51,447+20.2% | $104,607-40.9% | $73,409-15.8% |
| Participation rate | 22.0% | 68.2%-46.2pp | 74.1%-52.1pp | 72.2%-50.2pp |
| Annual return | 33.24% | 25.06%+8.2pp | 340.46%-307.2pp | 59.29%-26.1pp |
| Employer contribution / active EE | $714 | $1,441-50.4% | $2,681-73.4% | $2,234-68.0% |
| Participant deferral / active EE | $992 | $3,058-67.6% | $3,740-73.5% | $3,805-73.9% |
| Admin fee / account holder | $11 | $122-90.6% | $6,473-99.8% | $158-92.7% |