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.7 years Service code 13 · EIN 27-2037969 | Contract Administrator | $46,540 |
MORGAN STANLEY SMITH BARNEY8+ years Filed as: MORGAN STANLEY WEALTH MANAGEMENT Service code 27 PO BOX 2607 · JERSEY CITY, NJ 07303 | Advisory (Plan) | $22,168 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,087 | $46,292-67.4% | $143,757-89.5% | $64,808-76.7% |
| Participation rate | 84.4% | 64.2%+20.2pp | 80.3%+4.1pp | 71.5%+12.9pp |
| Annual return | -14.07% | -10.05%-4.0pp | -0.04%-14.0pp | 32.82%-46.9pp |
| Employer contribution / active EE | $555 | $1,910-71.0% | $4,951-88.8% | $2,506-77.9% |
| Participant deferral / active EE | $1,926 | $2,646-27.2% | $5,637-65.8% | $4,310-55.3% |
| Admin fee / account holder | $124 | $154-19.6% | $14,673-99.2% | $188-34.2% |