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 BARNEY2 years Filed as: MORGAN STANLEY GLOBAL Service code 27 1300 THAMES STREET WHARF · BALTIMORE, MD 21231 | Advisory (Plan) | $119,272 |
NEWPORT GROUP, INC.5 years Service code 15 · EIN 27-2037969 | Recordkeeping | $65,309 |
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 | $129,795 | $106,028+22.4% | $146,958-11.7% | $77,643+67.2% |
| Participation rate | 96.7% | 78.4%+18.3pp | 82.2%+14.5pp | 70.6%+26.1pp |
| Annual return | 14.17% | 56.73%-42.6pp | 418.34%-404.2pp | 31.24%-17.1pp |
| Employer contribution / active EE | $3,439 | $4,063-15.4% | $4,933-30.3% | $2,726+26.2% |
| Participant deferral / active EE | $9,452 | $7,990+18.3% | $8,070+17.1% | $4,647+103.4% |
| Admin fee / account holder | $387 | $337+14.7% | $12,998-97.0% | $430-10.1% |