See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 84-1477138 | Recordkeeping fees; Participant loan ... | $30,252 |
JULY BUSINESS SERVICES1 year Filed as: JULY BUSINESS SERVICES LLC Service code 15 · EIN 74-2715820 P.O. BOX 2208 · WACO, TX 76703 | Recordkeeping | $4,620 |
Service code 26 777 108TH AVE. · BELLEVUE, WA 98004 | Advisory (Participants) | $0 |
NEWPORT GROUP, INC.8 years Filed as: MATRIX FINANCIAL SOLUTIONS, INC. Service code 18 · EIN 20-1591048 | Shareholder servicing fees; Direct pa... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,316 | $47,126-35.7% | $149,673-79.7% | $74,419-59.3% |
| Participation rate | 57.3% | 63.4%-6.1pp | 78.8%-21.5pp | 70.7%-13.4pp |
| Annual return | 20.30% | 22.75%-2.5pp | 134.42%-114.1pp | 34.38%-14.1pp |
| Employer contribution / active EE | $1,333 | $1,905-30.0% | $4,818-72.3% | $2,637-49.4% |
| Participant deferral / active EE | $1,655 | $2,728-39.3% | $5,680-70.9% | $4,528-63.5% |
| Admin fee / account holder | $79 | $343-76.9% | $13,210-99.4% | $348-77.2% |