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 |
|---|---|---|
THE ADVISORY GROUP1+ years Service code 27 21250 HAWTHORNE BLVD., SUITE 785 · TORRANCE, CA 90503 | Advisory (Plan) | $15,883 |
Service code 15 · EIN 48-1205033 | Recordkeeping | $7,250 |
NEWPORT GROUP, INC.1+ years Filed as: MATRIX FINANCIAL SOLUTIONS Service code 18 · EIN 20-1591048 | Custodial (securities); Other fees; C... | $0 |
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 | $93,174 | $43,550+113.9% | $63,517+46.7% | $52,331+78.0% |
| Participation rate | 97.3% | 65.7%+31.6pp | 71.0%+26.3pp | 68.1%+29.2pp |
| Annual return | 8.66% | 2.03%+6.6pp | -70.30%+79.0pp | 4.54%+4.1pp |
| Employer contribution / active EE | $2,148 | $1,351+59.0% | $2,322-7.5% | $1,882+14.1% |
| Participant deferral / active EE | $5,512 | $2,254+144.6% | $2,953+86.6% | $3,022+82.4% |
| Admin fee / account holder | $116 | $387-70.0% | $5,892-98.0% | $592-80.4% |