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 4-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+ years Filed as: NEWPORT RETIREMENT SERVICES, INC. Service code 12 · EIN 62-1868111 | Recordkeeping and information managem... | $14,275 |
MORGAN STANLEY SMITH BARNEY1+ years Service code 33 44 SOUTH FLOWER STREET · LOS ANGELES, CA 90071 | Securities brokerage; Distribution (1... | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,846 | $54,380-12.0% | $68,509-30.2% | $59,632-19.8% |
| Participation rate | 97.6% | 70.2%+27.5pp | 74.7%+22.9pp | 68.7%+29.0pp |
| Annual return | 0.52% | 2.83%-2.3pp | 8.27%-7.7pp | 2041.28%-2040.8pp |
| Employer contribution / active EE | $2,333 | $1,539+51.7% | $2,278+2.4% | $2,203+5.9% |
| Participant deferral / active EE | $3,955 | $2,643+49.6% | $3,382+16.9% | $3,192+23.9% |
| Admin fee / account holder | $21 | $3,885-99.5% | $5,275-99.6% | $4,297-99.5% |