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.2 years Service code 15 · EIN 27-2037969 | Recordkeeping | $120,318 |
MORGAN STANLEY SMITH BARNEY6+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 · EIN 26-4310632 | Advisory (Plan) | $82,051 |
MEYER, UNKOVIC & SCOTT1 year Filed as: MEYER, UNKOVIC, & SCOTT Service code 29 · EIN 25-1344985 | Legal | $27,823 |
CENTRAL DATA SERVICES6+ years Service code 13 · EIN 25-1352803 | Contract Administrator | $24,000 |
DICLAUDIO & KRAMER, LLC6+ years Service code 10 · EIN 27-0889793 | Accounting | $16,026 |
TUCKER ARENSBERG6+ years Service code 29 · EIN 25-1425735 | Legal | $10,719 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,754 | $81,719-67.3% | $101,248-73.6% | $90,288-70.4% |
| Participation rate | 100.0% | 80.7%+19.3pp | 75.8%+24.2pp | 73.4%+26.6pp |
| Annual return | 14.56% | 337.64%-323.1pp | 46.47%-31.9pp | 53.97%-39.4pp |
| Employer contribution / active EE | $3,311 | $3,622-8.6% | $3,660-9.5% | $2,524+31.2% |
| Participant deferral / active EE | $0 | $3,310-100.0% | $4,370-100.0% | $4,232-100.0% |
| Admin fee / account holder | $114 | $162-29.4% | $5,945-98.1% | $114+0.2% |