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.4+ years Filed as: MATRIX FINANCIAL SOLUTIONS, INC. Service code 18 · EIN 20-1591048 | Direct payment from the plan; Shareho... | $5,842 |
Service code 12 · EIN 84-1477138 | Recordkeeping fees; Participant loan ... | $2,500 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,476 | $86,332-2.1% | $125,175-32.5% | $65,185+29.6% |
| Participation rate | 93.9% | 75.3%+18.6pp | 79.8%+14.2pp | 70.2%+23.7pp |
| Annual return | 1.33% | 27.43%-26.1pp | 43.79%-42.5pp | 29.38%-28.1pp |
| Employer contribution / active EE | $1,732 | $2,040-15.1% | $3,865-55.2% | $2,177-20.4% |
| Participant deferral / active EE | $0 | $3,537-100.0% | $4,937-100.0% | $3,514-100.0% |
| Admin fee / account holder | $25 | $609-96.0% | $9,702-99.7% | $847-97.1% |