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; Recordkeeping and... | $630 |
NEWPORT GROUP, INC.5+ years Filed as: MATRIX FINANCIAL SOLUTIONS, INC. Service code 18 · EIN 20-1591048 | Shareholder servicing fees; Custodial... | $120 |
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 | $37,002 | $65,322-43.4% | $70,449-47.5% | $73,488-49.6% |
| Participation rate | 88.1% | 77.0%+11.2pp | 75.1%+13.1pp | 70.7%+17.4pp |
| Annual return | 7.06% | 15.71%-8.7pp | 109.03%-102.0pp | 28.51%-21.5pp |
| Employer contribution / active EE | $3,633 | $2,460+47.7% | $2,737+32.8% | $2,270+60.0% |
| Participant deferral / active EE | $3,446 | $3,375+2.1% | $3,709-7.1% | $3,740-7.9% |
| Admin fee / account holder | $5 | $214-97.8% | $3,845-99.9% | $513-99.1% |