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 |
|---|---|---|
JULY BUSINESS SERVICES2 years Filed as: JULY BUSINESS SERVICES LLC Service code 15 · EIN 74-2715820 P.O. BOX 2208 · WACO, TX 76703 | Recordkeeping | $7,738 |
NEWPORT GROUP, INC.11+ years Filed as: MATRIX FINANCIAL SOLUTIONS, INC. Service code 18 · EIN 20-1591048 | Custodial (other than securities); Fl... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,974 | $56,767+60.3% | $101,794-10.6% | $85,563+6.3% |
| Participation rate | 55.5% | 57.6%-2.1pp | 69.2%-13.7pp | 66.0%-10.5pp |
| Annual return | 15.43% | 17.76%-2.3pp | 30.53%-15.1pp | 31.51%-16.1pp |
| Employer contribution / active EE | $1,398 | $1,112+25.7% | $2,289-38.9% | $2,654-47.3% |
| Participant deferral / active EE | $2,997 | $2,720+10.2% | $4,084-26.6% | $4,375-31.5% |
| Admin fee / account holder | $45 | $1,098-95.9% | $8,777-99.5% | $834-94.6% |