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; Direct payment fr... | $27,507 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 26 600 108TH AVE NE · BELLEVUE, WA 98004 | Advisory (Participants) | $18,351 |
NEWPORT GROUP, INC.4 years Filed as: MATRIX FINANCIAL SOLUTIONS, INC. Service code 18 · EIN 20-1591048 | Float revenue; Direct payment from th... | $5,013 |
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 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 | $21,966 | $62,928-65.1% | $172,739-87.3% | $67,579-67.5% |
| Participation rate | 47.7% | 64.5%-16.8pp | 82.6%-35.0pp | 71.3%-23.6pp |
| Annual return | 21.68% | 30.36%-8.7pp | 802.84%-781.2pp | 378.56%-356.9pp |
| Employer contribution / active EE | $738 | $1,636-54.9% | $5,143-85.7% | $2,148-65.7% |
| Participant deferral / active EE | $1,245 | $2,145-41.9% | $5,198-76.0% | $3,539-64.8% |
| Admin fee / account holder | $143 | $167-14.2% | $13,954-99.0% | $142+0.4% |