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 | Direct payment from the plan; Recordk... | $1,590 |
NEWPORT GROUP, INC.2+ years Filed as: MATRIX FINANCIAL SOLUTIONS, INC. Service code 18 700 17TH STREET · DENVER, CO 80202 | Shareholder servicing fees; Direct pa... | $380 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $49,346 | $39,113+26.2% | $70,014-29.5% | - |
| Participation rate | 60.6% | 63.4%-2.8pp | 71.8%-11.2pp | - |
| Annual return | 4.69% | 6.60%-1.9pp | 12.99%-8.3pp | - |
| Employer contribution / active EE | $1,234 | $1,196+3.2% | $2,338-47.2% | - |
| Participant deferral / active EE | $1,964 | $2,061-4.7% | $2,931-33.0% | - |
| Admin fee / account holder | $28 | $1,598-98.2% | $4,380-99.4% | - |