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.3+ years Filed as: MATRIX FINANCIAL SOLUTIONS, INC. Service code 18 · EIN 20-1591048 | Custodial (other than securities); Tr... | $1,493 |
Service code 12 · EIN 84-1477138 | Direct payment from the plan; Recordk... | $985 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,767 | $66,302+36.9% | $110,238-17.7% | $56,287+61.3% |
| Participation rate | 87.4% | 74.9%+12.5pp | 79.8%+7.6pp | 69.9%+17.6pp |
| Annual return | 15.29% | -1.18%+16.5pp | 314.74%-299.5pp | -9.96%+25.2pp |
| Employer contribution / active EE | $1,674 | $2,047-18.2% | $3,826-56.3% | $2,111-20.7% |
| Participant deferral / active EE | $0 | $3,381-100.0% | $4,672-100.0% | $3,350-100.0% |
| Admin fee / account holder | $8 | $698-98.9% | $8,547-99.9% | $521-98.5% |