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 15 · EIN 27-2037969 | Recordkeeping | $65,811 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: MORGAN STANLEY & CO. INC Service code 27 1300 THAMES STREET WHARF · BALTIMORE, MD 212319907 | Advisory (Plan) | $65,257 |
NEWPORT GROUP, INC.3 years Filed as: NEWPORT TRUST COMPANY Service code 21 · EIN 27-4411131 | Bank Trustee | $32,794 |
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 | $134,783 | $88,890+51.6% | $102,423+31.6% | $77,643+73.6% |
| Participation rate | 68.1% | 80.9%-12.8pp | 76.5%-8.3pp | 70.6%-2.4pp |
| Annual return | 16.59% | 24.98%-8.4pp | 29.32%-12.7pp | 31.24%-14.7pp |
| Employer contribution / active EE | $2,416 | $2,698-10.4% | $3,023-20.1% | $2,726-11.4% |
| Participant deferral / active EE | $5,662 | $5,145+10.0% | $5,053+12.1% | $4,647+21.8% |
| Admin fee / account holder | $197 | $235-16.4% | $9,451-97.9% | $430-54.3% |