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 8-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.1 year Service code 50 · EIN 27-2037969 | Direct Payment | $20,798 |
Filed as: MORGAN STANLEY GLOBAL Service code 27 1300 THAMES STREET WHARF · BALTIMORE, MD 21231 | Advisory (Plan) | $18,683 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $7,034 | $52,208-86.5% | $86,612-91.9% | $74,419-90.5% |
| Participation rate | 55.2% | 66.3%-11.1pp | 71.7%-16.5pp | 70.7%-15.5pp |
| Annual return | 34.89% | 44.46%-9.6pp | 591.07%-556.2pp | 34.38%+0.5pp |
| Employer contribution / active EE | $1,995 | $2,282-12.6% | $3,022-34.0% | $2,637-24.3% |
| Participant deferral / active EE | $1,768 | $3,383-47.7% | $4,438-60.1% | $4,528-60.9% |
| Admin fee / account holder | $102 | $319-68.1% | $5,614-98.2% | $348-70.7% |