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; Direct paym... | $290 |
NEWPORT GROUP, INC.3+ years Filed as: MATRIX FINANCIAL SOLUTIONS, INC. Service code 18 · EIN 20-1591048 | Direct payment from the plan; Custodi... | $110 |
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 | $38,446 | $43,327-11.3% | $59,878-35.8% | $64,186-40.1% |
| Participation rate | 78.6% | 69.2%+9.4pp | 74.7%+3.9pp | 69.6%+9.0pp |
| Annual return | 12.86% | -1.55%+14.4pp | 3.46%+9.4pp | 7.63%+5.2pp |
| Employer contribution / active EE | $3,214 | $2,028+58.4% | $2,722+18.1% | $2,381+35.0% |
| Participant deferral / active EE | $3,056 | $2,546+20.1% | $3,402-10.2% | $3,470-11.9% |
| Admin fee / account holder | $3 | $3,005-99.9% | $3,590-99.9% | $4,888-99.9% |