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 |
|---|---|---|
NEWPORT GROUP, INC.1 year Filed as: MATRIX FINANCIAL SOLUTIONS Service code 18 · EIN 20-1591048 | Trustee (bank, trust company, or simi... | $9,958 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $43,275 | $55,453-22.0% | $170,442-74.6% | $62,292-30.5% |
| Participation rate | 31.7% | 66.4%-34.6pp | 83.6%-51.9pp | 69.5%-37.8pp |
| Annual return | 18.45% | 21.38%-2.9pp | 205.93%-187.5pp | 28.90%-10.4pp |
| Employer contribution / active EE | $0 | $2,164-100.0% | $5,433-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,332 | $2,303-42.2% | $4,939-73.0% | $3,169-58.0% |
| Admin fee / account holder | $0 | $455-100.0% | $13,880-100.0% | $479-100.0% |