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.8 years Service code 13 · EIN 27-2037969 | Contract Administrator | $27,955 |
MORGAN STANLEY SMITH BARNEY9+ years Filed as: MORGAN STANLEY WEALTH MANAGEMENT Service code 27 PO BOX 2607 · JERSEY CITY, NJ 07303 | Advisory (Plan) | $21,659 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,590 | $47,126-64.8% | $149,673-88.9% | $74,419-77.7% |
| Participation rate | 88.0% | 63.4%+24.6pp | 78.8%+9.3pp | 70.7%+17.3pp |
| Annual return | 13.54% | 22.75%-9.2pp | 134.42%-120.9pp | 34.38%-20.8pp |
| Employer contribution / active EE | $602 | $1,905-68.4% | $4,818-87.5% | $2,637-77.2% |
| Participant deferral / active EE | $2,180 | $2,728-20.1% | $5,680-61.6% | $4,528-51.9% |
| Admin fee / account holder | $86 | $343-75.0% | $13,210-99.4% | $348-75.4% |