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 12 · EIN 27-2037969 | Direct payment from the plan; Sub-tra... | $60,223 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY Service code 26 411 E WISCONSIN AVE. · MILWAUKEE, WI 53202 | Advisory (Participants) | $51,364 |
BDO USA, LLP6+ years Service code 10 · EIN 13-5381590 | Accounting | $11,350 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $180,318 | $100,801+78.9% | $149,696+20.5% | $73,409+145.6% |
| Participation rate | 91.2% | 77.7%+13.5pp | 82.5%+8.7pp | 72.2%+19.0pp |
| Annual return | 18.48% | 265.34%-246.9pp | 276.60%-258.1pp | 59.29%-40.8pp |
| Employer contribution / active EE | $1,480 | $3,312-55.3% | $4,644-68.1% | $2,234-33.8% |
| Participant deferral / active EE | $7,948 | $6,404+24.1% | $6,842+16.2% | $3,805+108.9% |
| Admin fee / account holder | $345 | $181+91.0% | $9,309-96.3% | $158+118.7% |