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 |
|---|---|---|
Filed as: MORGAN STANLEY GLOBAL Service code 27 1300 THAMES STREET WHARF · BALTIMORE, MD 21231 | Advisory (Plan) | $126,266 |
NEWPORT GROUP, INC.10+ years Service code 15 · EIN 27-2037969 | Recordkeeping | $72,214 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $302,857 | $49,915+506.7% | $154,803+95.6% | $74,304+307.6% |
| Participation rate | 63.1% | 54.0%+9.2pp | 78.1%-15.0pp | 60.3%+2.8pp |
| Annual return | 12.70% | 34.06%-21.4pp | 58.88%-46.2pp | 29.43%-16.7pp |
| Employer contribution / active EE | $7,183 | $1,611+345.8% | $4,305+66.8% | $2,241+220.5% |
| Participant deferral / active EE | $5,955 | $2,255+164.1% | $5,540+7.5% | $3,767+58.1% |
| Admin fee / account holder | $824 | $2,189-62.4% | $14,329-94.3% | $2,969-72.3% |