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 | Recordkeeping fees; Participant loan ... | $1,410 |
NEWPORT GROUP, INC.3+ years Filed as: MATRIX FINANCIAL SOLUTIONS, INC. Service code 18 700 17TH STREET · DENVER, CO 80202 | Investment management; Float revenue;... | $385 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $64,606 | $50,385+28.2% | $75,670-14.6% | $62,292+3.7% |
| Participation rate | 54.9% | 67.7%-12.8pp | 72.3%-17.4pp | 69.5%-14.6pp |
| Annual return | 17.23% | 19.90%-2.7pp | 27.34%-10.1pp | 28.90%-11.7pp |
| Employer contribution / active EE | $1,340 | $1,537-12.8% | $2,352-43.0% | $2,042-34.4% |
| Participant deferral / active EE | $1,970 | $2,445-19.4% | $3,142-37.3% | $3,169-37.8% |
| Admin fee / account holder | $27 | $384-92.9% | $5,800-99.5% | $479-94.3% |