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 |
|---|---|---|
NEWPORT GROUP, INC.3 years Service code 13 · EIN 27-2037969 | Contract Administrator | $15,508 |
Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $8,117 |
Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $2,876 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,918 | $81,900+11.0% | $119,609-24.0% | $68,494+32.7% |
| Participation rate | 71.6% | 71.9%-0.3pp | 79.3%-7.7pp | 67.9%+3.7pp |
| Annual return | -11.25% | -23.82%+12.6pp | -14.97%+3.7pp | -7.84%-3.4pp |
| Employer contribution / active EE | $2,312 | $2,693-14.1% | $4,232-45.4% | $2,596-10.9% |
| Participant deferral / active EE | $4,290 | $4,148+3.4% | $5,602-23.4% | $4,027+6.5% |
| Admin fee / account holder | $340 | $6,582-94.8% | $10,323-96.7% | $5,403-93.7% |