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 4-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 BARNEY1+ years Service code 27 1 NEW YORK PLZ 12TH FL · NEW YORK, NY 10004 | Advisory (Plan) | $27,305 |
NEWPORT GROUP, INC.1+ years Service code 13 · EIN 27-2037969 | Contract Administrator | $24,748 |
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 | $84,558 | $50,199+68.4% | $70,092+20.6% | $66,914+26.4% |
| Participation rate | 100.0% | 66.3%+33.7pp | 70.5%+29.5pp | 69.8%+30.2pp |
| Annual return | -14.87% | -13.85%-1.0pp | 190.73%-205.6pp | 1.58%-16.5pp |
| Employer contribution / active EE | $5,869 | $1,864+214.9% | $2,559+129.4% | $2,544+130.7% |
| Participant deferral / active EE | $4,525 | $3,112+45.4% | $3,849+17.6% | $4,237+6.8% |
| Admin fee / account holder | $377 | $600-37.1% | $6,267-94.0% | $593-36.4% |