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 |
|---|---|---|
MORGAN STANLEY SMITH BARNEY5 years Filed as: MORGAN STANLEY GLOBAL BANKING OPERA Service code 28 717 17TH STREET · DENVER, CO 80202 | Investment Management | $53,720 |
NEWPORT GROUP, INC.5 years Filed as: NEWPORT TRUST COMPANY Service code 25 · EIN 27-4411131 | Directed Trustee | $16,572 |
NEWPORT GROUP, INC.5 years Service code 13 · EIN 27-2037969 | Contract Administrator | $14,025 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $155,399 | $84,487+83.9% | $125,339+24.0% | $66,914+132.2% |
| Participation rate | 95.1% | 76.4%+18.7pp | 82.4%+12.7pp | 69.8%+25.3pp |
| Annual return | -16.10% | -8.39%-7.7pp | 572.05%-588.2pp | 1.58%-17.7pp |
| Employer contribution / active EE | $3,054 | $3,553-14.1% | $4,814-36.6% | $2,544+20.0% |
| Participant deferral / active EE | $9,759 | $6,781+43.9% | $7,446+31.1% | $4,237+130.3% |
| Admin fee / account holder | $524 | $685-23.5% | $10,010-94.8% | $593-11.7% |