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 fees; Participant loan ... | $1,570 |
NEWPORT GROUP, INC.3+ years Filed as: MATRIX FINANCIAL SOLUTIONS, INC. Service code 18 · EIN 20-1591048 | Direct payment from the plan; Shareho... | $875 |
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.
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 | $6,532 | $84,233-92.2% | $170,442-96.2% | $70,131-90.7% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 14.98% | 23.06%-8.1pp | 205.93%-190.9pp | 73.14%-58.2pp |
| Employer contribution / active EE | $746 | $3,387-78.0% | $5,433-86.3% | $2,342-68.2% |
| Participant deferral / active EE | $548 | $3,086-82.2% | $4,939-88.9% | $3,332-83.5% |
| Admin fee / account holder | $21 | $5,698-99.6% | $13,880-99.8% | $4,645-99.5% |