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.5 years Service code 15 · EIN 27-2037969 | Recordkeeping | $59,751 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY & CO. INC Service code 27 1300 THAMES STREET WHARF · BALTIMORE, MD 212319907 | Advisory (Plan) | $56,212 |
NEWPORT GROUP, INC.2 years Filed as: NEWPORT TRUST COMPANY Service code 21 · EIN 27-4411131 | Bank Trustee | $28,305 |
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 | $119,823 | $99,078+20.9% | $96,544+24.1% | $74,419+61.0% |
| Participation rate | 68.4% | 80.7%-12.3pp | 76.0%-7.6pp | 70.7%-2.3pp |
| Annual return | 17.73% | 22.48%-4.8pp | 25.84%-8.1pp | 34.38%-16.6pp |
| Employer contribution / active EE | $2,384 | $2,570-7.2% | $2,965-19.6% | $2,637-9.6% |
| Participant deferral / active EE | $5,623 | $4,933+14.0% | $4,851+15.9% | $4,528+24.2% |
| Admin fee / account holder | $167 | $225-25.5% | $8,252-98.0% | $348-51.9% |