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 | $63,417 |
MORGAN STANLEY SMITH BARNEY6+ years Filed as: MORGAN STANLEY WEALTH MANAGEMENT Service code 28 PO BOX 2607 · JERSEY CITY, NJ 07303 | Investment Management | $14,036 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,998 | $52,293-69.4% | $178,490-91.0% | $73,409-78.2% |
| Participation rate | 77.7% | 65.3%+12.3pp | 81.9%-4.3pp | 72.2%+5.5pp |
| Annual return | 11.40% | 34.75%-23.3pp | 151.07%-139.7pp | 59.29%-47.9pp |
| Employer contribution / active EE | $544 | $1,735-68.7% | $5,011-89.1% | $2,234-75.6% |
| Participant deferral / active EE | $1,751 | $2,332-24.9% | $5,202-66.3% | $3,805-54.0% |
| Admin fee / account holder | $133 | $127+4.4% | $13,984-99.0% | $158-15.8% |