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 BARNEY4 years Filed as: MORGAN STANLEY Service code 26 WATER TOWER HILL · COLCHESTER, VT 05446 | Advisory (Participants) | $84,784 |
NEWPORT GROUP, INC.2 years Service code 12 · EIN 27-2037969 | Custodial (securities); Account maint... | $39,735 |
NEWPORT GROUP, INC.2 years Filed as: NEWPORT TRUST COMPANY Service code 21 · EIN 58-1428634 | Bank Trustee | $14,605 |
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 | $131,952 | $104,317+26.5% | $159,436-17.2% | $86,799+52.0% |
| Participation rate | 98.2% | 77.7%+20.5pp | 82.8%+15.4pp | 72.3%+26.0pp |
| Annual return | 16.52% | 26.32%-9.8pp | 263.57%-247.1pp | 97.91%-81.4pp |
| Employer contribution / active EE | $3,508 | $3,451+1.7% | $4,829-27.4% | $2,405+45.8% |
| Participant deferral / active EE | $8,350 | $6,837+22.1% | $7,352+13.6% | $4,131+102.1% |
| Admin fee / account holder | $345 | $172+100.4% | $10,799-96.8% | $170+103.6% |