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.7 years Service code 12 · EIN 27-2037969 | Recordkeeping and information managem... | $63,843 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: MORGAN STANLEY Service code 26 411 E WISCONSIN AVE. · MILWAUKEE, WI 53202 | Advisory (Participants) | $52,946 |
BDO USA, LLP8+ years Service code 10 · EIN 13-5381590 | Accounting | $18,825 |
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 | $157,820 | $82,202+92.0% | $125,339+25.9% | $64,808+143.5% |
| Participation rate | 95.3% | 77.9%+17.4pp | 82.4%+12.9pp | 71.5%+23.8pp |
| Annual return | -11.36% | 3.48%-14.8pp | 572.05%-583.4pp | 32.82%-44.2pp |
| Employer contribution / active EE | $1,403 | $3,615-61.2% | $4,814-70.9% | $2,506-44.0% |
| Participant deferral / active EE | $8,553 | $7,175+19.2% | $7,446+14.9% | $4,310+98.4% |
| Admin fee / account holder | $355 | $163+117.5% | $10,010-96.5% | $188+89.0% |