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 BARNEY3 years Filed as: MORGAN STANLEY GLOBAL Service code 27 1300 THAMES STREET WHARF · BALTIMORE, MD 21231 | Advisory (Plan) | $71,967 |
NEWPORT GROUP, INC.8 years Service code 15 · EIN 27-2037969 | Recordkeeping | $36,894 |
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 | $214,925 | $100,923+113.0% | $150,045+43.2% | $74,304+189.3% |
| Participation rate | 97.6% | 70.1%+27.5pp | 82.3%+15.3pp | 60.3%+37.3pp |
| Annual return | 16.20% | 51.77%-35.6pp | 62.55%-46.3pp | 29.43%-13.2pp |
| Employer contribution / active EE | $4,045 | $3,463+16.8% | $4,693-13.8% | $2,241+80.5% |
| Participant deferral / active EE | $12,658 | $6,709+88.7% | $7,997+58.3% | $3,767+236.0% |
| Admin fee / account holder | $605 | $2,767-78.1% | $13,435-95.5% | $2,969-79.6% |