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 Service code 26 WATER TOWER HILL · COLCHESTER, VT 05446 | Advisory (Participants) | $80,196 |
NEWPORT GROUP, INC.3 years Service code 12 · EIN 27-2037969 | Custodial (securities); Claims proces... | $41,964 |
NEWPORT GROUP, INC.3 years Filed as: NEWPORT TRUST COMPANY Service code 21 · EIN 58-1428634 | Bank Trustee | $13,962 |
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 | $104,607 | $82,202+27.3% | $125,339-16.5% | $64,808+61.4% |
| Participation rate | 98.1% | 77.9%+20.3pp | 82.4%+15.8pp | 71.5%+26.7pp |
| Annual return | -17.54% | 3.48%-21.0pp | 572.05%-589.6pp | 32.82%-50.4pp |
| Employer contribution / active EE | $3,320 | $3,615-8.2% | $4,814-31.0% | $2,506+32.5% |
| Participant deferral / active EE | $9,076 | $7,175+26.5% | $7,446+21.9% | $4,310+110.6% |
| Admin fee / account holder | $320 | $163+96.2% | $10,010-96.8% | $188+70.6% |