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 Service code 26 185 ASYLUM STREET · HARTFORD, CT 06103 | Advisory (Participants) | $25,141 |
NEWPORT GROUP, INC.2 years Service code 15 · EIN 27-2037969 | Recordkeeping | $16,940 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,695 | $69,362-32.7% | $101,248-53.9% | $73,488-36.5% |
| Participation rate | 86.7% | 68.4%+18.3pp | 75.8%+10.9pp | 70.7%+16.0pp |
| Annual return | 5.59% | 18.46%-12.9pp | 46.47%-40.9pp | 28.51%-22.9pp |
| Employer contribution / active EE | $2,546 | $2,628-3.1% | $3,660-30.4% | $2,270+12.2% |
| Participant deferral / active EE | $4,247 | $3,300+28.7% | $4,370-2.8% | $3,740+13.6% |
| Admin fee / account holder | $308 | $704-56.3% | $5,945-94.8% | $513-40.0% |