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 BARNEY3+ years Filed as: MORGAN STANLEY GLOBAL Service code 27 · EIN 56-1396980 | Advisory (Plan) | $50,861 |
NEWPORT GROUP, INC.2 years Service code 12 · EIN 27-2037969 | Recordkeeping fees; Recordkeeping and... | $21,577 |
NEWPORT GROUP, INC.2 years Filed as: NEWPORT TRUST COMPANY Service code 12 · EIN 27-4411131 | Shareholder servicing fees; Trustee (... | $5,216 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,760 | $80,753+8.7% | $136,294-35.6% | $62,292+40.9% |
| Participation rate | 81.0% | 73.5%+7.5pp | 81.9%-0.9pp | 69.5%+11.5pp |
| Annual return | 19.11% | 35.83%-16.7pp | 5155.94%-5136.8pp | 28.90%-9.8pp |
| Employer contribution / active EE | $1,756 | $2,884-39.1% | $4,695-62.6% | $2,042-14.0% |
| Participant deferral / active EE | $4,546 | $5,164-12.0% | $6,247-27.2% | $3,169+43.5% |
| Admin fee / account holder | $548 | $525+4.4% | $9,243-94.1% | $479+14.4% |