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.6 years Service code 13 · EIN 27-2037969 | Contract Administrator | $58,377 |
MORGAN STANLEY SMITH BARNEY7+ years Filed as: MORGAN STANLEY WEALTH MANAGEMENT Service code 27 PO BOX 2607 · JERSEY CITY, NJ 07303 | Advisory (Plan) | $24,199 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,422 | $56,485-65.6% | $185,823-89.5% | $86,799-77.6% |
| Participation rate | 79.5% | 65.5%+14.0pp | 81.7%-2.2pp | 72.3%+7.2pp |
| Annual return | 13.74% | 118.04%-104.3pp | 122.05%-108.3pp | 97.91%-84.2pp |
| Employer contribution / active EE | $538 | $1,843-70.8% | $5,167-89.6% | $2,405-77.6% |
| Participant deferral / active EE | $1,873 | $2,553-26.6% | $5,568-66.4% | $4,131-54.7% |
| Admin fee / account holder | $160 | $150+6.8% | $16,237-99.0% | $170-5.8% |