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.8 years Service code 12 · EIN 27-2037969 | Claims processing; Direct payment fro... | $71,064 |
MORGAN STANLEY SMITH BARNEY5 years Filed as: MORGAN STANLEY Service code 26 411 E WISCONSIN AVE. · MILWAUKEE, WI 53202 | Advisory (Participants) | $38,826 |
WIPFLI LLP1 year Filed as: WIPFLI, LLP Service code 10 · EIN 39-0758449 | Accounting | $15,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $175,819 | $95,274+84.5% | $135,903+29.4% | $74,419+136.3% |
| Participation rate | 94.5% | 78.2%+16.3pp | 81.9%+12.6pp | 70.7%+23.8pp |
| Annual return | 19.92% | 32.77%-12.8pp | 68.23%-48.3pp | 34.38%-14.5pp |
| Employer contribution / active EE | $1,525 | $3,874-60.6% | $4,856-68.6% | $2,637-42.2% |
| Participant deferral / active EE | $9,213 | $7,782+18.4% | $7,758+18.8% | $4,528+103.5% |
| Admin fee / account holder | $307 | $266+15.3% | $10,762-97.1% | $348-11.8% |