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 | Sub-transfer agency fees; Participant... | $21,580 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 26 777 108TH AVE. · BELLEVUE, WA 98004 | Advisory (Participants) | $19,583 |
NEWPORT GROUP, INC.5 years Filed as: MATRIX FINANCIAL SOLUTIONS, INC. Service code 18 · EIN 20-1591048 | Investment management; Direct payment... | $4,053 |
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 | $25,517 | $52,293-51.2% | $178,490-85.7% | $73,409-65.2% |
| Participation rate | 67.3% | 65.3%+1.9pp | 81.9%-14.6pp | 72.2%-4.9pp |
| Annual return | 20.74% | 34.75%-14.0pp | 151.07%-130.3pp | 59.29%-38.6pp |
| Employer contribution / active EE | $1,197 | $1,735-31.0% | $5,011-76.1% | $2,234-46.4% |
| Participant deferral / active EE | $2,256 | $2,332-3.3% | $5,202-56.6% | $3,805-40.7% |
| Admin fee / account holder | $113 | $127-11.2% | $13,984-99.2% | $158-28.4% |