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 | Recordkeeping and information managem... | $160 |
NEWPORT GROUP, INC.1+ years Filed as: MATRIX FINANCIAL SOLUTIONS, INC. Service code 18 · EIN 20-1591048 | Custodial (other than securities); In... | $80 |
Participant contribution per participant 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $565 | $43,411-98.7% | $94,993-99.4% | $69,631-99.2% |
| Participation rate | 90.8% | 64.4%+26.4pp | 73.9%+16.9pp | 70.7%+20.1pp |
| Annual return | 25.68% | 22.54%+3.1pp | 27.12%-1.4pp | 27571.02%-27545.3pp |
| Employer contribution / active EE | $0 | $1,202-100.0% | $2,603-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $316 | $2,384-86.7% | $3,317-90.5% | $3,224-90.2% |
| Admin fee / account holder | $2 | $87-97.4% | $4,960-100.0% | $110-97.9% |