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.1 year Filed as: NEWPORT GROUP, INC Service code 13 · EIN 27-2037969 | Contract Administrator | $42,106 |
Filed as: MORGAN STANLEY Service code 26 111 MONUMENT CIRCLE · INDIANAPOLIS, IN 46204 | Advisory (Participants) | $17,116 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,222 | $54,573+15.8% | $90,951-30.5% | $73,488-14.0% |
| Participation rate | 82.3% | 61.2%+21.1pp | 69.0%+13.3pp | 70.7%+11.6pp |
| Annual return | 13.08% | 16.69%-3.6pp | 134.60%-121.5pp | 28.51%-15.4pp |
| Employer contribution / active EE | $0 | $991-100.0% | $2,122-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $2,686 | $2,517+6.7% | $3,373-20.4% | $3,740-28.2% |
| Admin fee / account holder | $342 | $521-34.4% | $5,959-94.3% | $513-33.3% |