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 | Participant loan processing; Direct p... | $435 |
NEWPORT GROUP, INC.2+ years Filed as: MATRIX FINANCIAL SOLUTIONS, INC. Service code 18 · EIN 20-1591048 | Float revenue; Investment management;... | $60 |
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 | $34,707 | $57,976-40.1% | $62,995-44.9% | $62,292-44.3% |
| Participation rate | 63.2% | 75.9%-12.8pp | 74.8%-11.6pp | 69.5%-6.4pp |
| Annual return | 14.69% | 17.54%-2.9pp | 87.57%-72.9pp | 28.90%-14.2pp |
| Employer contribution / active EE | $2,357 | $2,415-2.4% | $2,759-14.6% | $2,042+15.4% |
| Participant deferral / active EE | $2,130 | $2,956-27.9% | $3,329-36.0% | $3,169-32.8% |
| Admin fee / account holder | $4 | $276-98.7% | $3,600-99.9% | $479-99.3% |