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.5 years Service code 12 · EIN 27-2037969 | Recordkeeping fees; Direct payment fr... | $15,398 |
MORGAN STANLEY SMITH BARNEY6+ years Filed as: MORGAN STANLEY Service code 27 805 SW BROADWAY · PORTLAND, OR 97205 | Advisory (Plan) | $12,320 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,860 | $54,573-3.1% | $90,951-41.9% | $73,488-28.1% |
| Participation rate | 96.0% | 61.2%+34.8pp | 69.0%+27.0pp | 70.7%+25.3pp |
| Annual return | 9.43% | 16.69%-7.3pp | 134.60%-125.2pp | 28.51%-19.1pp |
| Employer contribution / active EE | $275 | $991-72.3% | $2,122-87.0% | $2,270-87.9% |
| Participant deferral / active EE | $3,627 | $2,517+44.1% | $3,373+7.5% | $3,740-3.0% |
| Admin fee / account holder | $219 | $521-58.1% | $5,959-96.3% | $513-57.4% |