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 |
|---|---|---|
NEWPORT GROUP, INC.2+ years Filed as: MATRIX FINANCIAL SOLUTIONS, INC. Service code 18 · EIN 20-1591048 | Investment management; Float revenue;... | $7,721 |
Service code 12 · EIN 84-1477138 | Participant communication; Recordkeep... | $5,232 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,684 | $71,192+14.7% | $117,854-30.7% | $62,292+31.1% |
| Participation rate | 90.8% | 74.2%+16.6pp | 79.7%+11.1pp | 69.5%+21.3pp |
| Annual return | 16.84% | 18.66%-1.8pp | 335.08%-318.2pp | 28.90%-12.1pp |
| Employer contribution / active EE | $879 | $1,934-54.6% | $3,786-76.8% | $2,042-57.0% |
| Participant deferral / active EE | $0 | $3,189-100.0% | $4,482-100.0% | $3,169-100.0% |
| Admin fee / account holder | $40 | $587-93.1% | $8,020-99.5% | $479-91.6% |