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 |
|---|---|---|
JULY BUSINESS SERVICES1 year Filed as: JULY BUSINESS SERVICES LLC Service code 15 · EIN 74-2715820 P.O. BOX 2208 · WACO, TX 76703 | Recordkeeping | $680 |
NEWPORT GROUP, INC.10+ years Filed as: MATRIX FINANCIAL SOLUTIONS, INC. Service code 18 · EIN 20-1591048 | Custodial (other than securities); Di... | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $101,427 | $96,484+5.1% | $156,263-35.1% | $74,304+36.5% |
| Participation rate | 100.0% | 67.7%+32.3pp | 78.9%+21.1pp | 60.3%+39.7pp |
| Annual return | 13.40% | 17.73%-4.3pp | 59.47%-46.1pp | 29.43%-16.0pp |
| Employer contribution / active EE | $1,327 | $2,528-47.5% | $4,333-69.4% | $2,241-40.8% |
| Participant deferral / active EE | $0 | $4,286-100.0% | $6,158-100.0% | $3,767-100.0% |
| Admin fee / account holder | $2 | $3,728-99.9% | $14,255-100.0% | $2,969-99.9% |