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 |
|---|---|---|
MORGAN STANLEY SMITH BARNEY10+ years Filed as: MORGAN STANLEY GLOBAL Service code 27 1300 THAMES STREET WHARF · BALTIMORE, MD 21231 | Advisory (Plan) | $49,304 |
NEWPORT GROUP, INC.9 years Service code 15 · EIN 27-2037969 | Recordkeeping | $29,503 |
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 | $98,971 | $101,499-2.5% | $147,005-32.7% | $74,546+32.8% |
| Participation rate | 81.9% | 75.5%+6.3pp | 82.2%-0.3pp | 67.2%+14.7pp |
| Annual return | 14.15% | 8732.34%-8718.2pp | 418.76%-404.6pp | 1366.03%-1351.9pp |
| Employer contribution / active EE | $2,246 | $3,811-41.1% | $4,934-54.5% | $2,624-14.4% |
| Participant deferral / active EE | $6,437 | $7,304-11.9% | $8,070-20.2% | $4,347+48.1% |
| Admin fee / account holder | $377 | $1,748-78.4% | $13,006-97.1% | $1,944-80.6% |