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 |
|---|---|---|
Service code 12 · EIN 84-1477138 | Sub-transfer agency fees; Claims proc... | $1,065 |
NEWPORT GROUP, INC.1+ years Filed as: MATRIX FINANCIAL SOLUTIONS, INC. Service code 18 · EIN 20-1591048 | Investment management; Custodial (oth... | $260 |
MORGAN STANLEY SMITH BARNEY1+ years Service code 17 333 WEST SAN CARLOS STREET · SAN JOSE, CA 95110 | Pension Consulting | $14 |
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 | $91,567 | $56,199+62.9% | $67,652+35.3% | $59,632+53.6% |
| Participation rate | 98.9% | 71.5%+27.5pp | 75.7%+23.3pp | 68.7%+30.3pp |
| Annual return | -0.09% | 18505.31%-18505.4pp | 6625.04%-6625.1pp | 2041.28%-2041.4pp |
| Employer contribution / active EE | $7,817 | $1,614+384.2% | $2,266+245.0% | $2,203+254.9% |
| Participant deferral / active EE | $5,264 | $2,844+85.1% | $3,560+47.9% | $3,192+64.9% |
| Admin fee / account holder | $9 | $3,958-99.8% | $4,821-99.8% | $4,297-99.8% |