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 | Claims processing; Direct payment fro... | $555 |
NEWPORT GROUP, INC.4+ years Filed as: MATRIX FINANCIAL SOLUTIONS, INC. Service code 18 · EIN 20-1591048 | Float revenue; Shareholder servicing ... | $120 |
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $33,168 | $45,073-26.4% | $69,455-52.2% | $72,985-54.6% |
| Participation rate | 94.3% | 68.5%+25.8pp | 74.6%+19.6pp | 69.5%+24.8pp |
| Annual return | 4.40% | 22.65%-18.2pp | 28.97%-24.6pp | 81.00%-76.6pp |
| Employer contribution / active EE | $3,349 | $2,054+63.0% | $2,779+20.5% | $2,440+37.3% |
| Participant deferral / active EE | $3,455 | $2,602+32.8% | $3,535-2.3% | $3,607-4.2% |
| Admin fee / account holder | $5 | $3,056-99.9% | $3,839-99.9% | $5,124-99.9% |