See peer percentile detail. $4.99 for your first month.
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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.4 years Service code 15 · EIN 27-2037969 | Recordkeeping | $65,217 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY & CO. INC Service code 27 1300 THAMES STREET WHARF, 4TH FLOOR · BALTIMORE, MD 212319907 | Advisory (Plan) | $59,504 |
NEWPORT GROUP, INC.1 year Filed as: NEWPORT TRUST COMPANY Service code 21 · EIN 27-4411131 | Bank Trustee | $29,976 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,235 | $72,254+44.3% | $86,677+20.3% | $64,808+60.8% |
| Participation rate | 67.5% | 80.4%-12.9pp | 76.6%-9.1pp | 71.5%-4.0pp |
| Annual return | -16.29% | 392.42%-408.7pp | 35.91%-52.2pp | 32.82%-49.1pp |
| Employer contribution / active EE | $2,230 | $2,393-6.8% | $2,836-21.4% | $2,506-11.0% |
| Participant deferral / active EE | $5,329 | $4,658+14.4% | $4,656+14.5% | $4,310+23.6% |
| Admin fee / account holder | $176 | $174+1.3% | $7,493-97.6% | $188-6.2% |