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.3 years Service code 12 · EIN 27-2037969 | Recordkeeping fees; Recordkeeping and... | $14,767 |
MORGAN STANLEY SMITH BARNEY4+ years Filed as: MORGAN STANLEY Service code 27 805 SW BROADWAY, SUITE 2300 · PORTLAND, OR 97205 | Advisory (Plan) | $14,154 |
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 | $36,151 | $42,548-15.0% | $74,550-51.5% | $56,287-35.8% |
| Participation rate | 95.0% | 60.5%+34.5pp | 69.1%+25.9pp | 69.9%+25.1pp |
| Annual return | -5.62% | 12.40%-18.0pp | 32.53%-38.1pp | -9.96%+4.3pp |
| Employer contribution / active EE | $272 | $855-68.2% | $1,961-86.1% | $2,111-87.1% |
| Participant deferral / active EE | $2,876 | $2,277+26.3% | $3,108-7.5% | $3,350-14.2% |
| Admin fee / account holder | $173 | $467-63.0% | $5,060-96.6% | $521-66.8% |