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 BARNEY5 years Filed as: MORGAN STANLEY WEALTH MANAGEMENT Service code 26 16644 WEST BERNARDO DRIVE · SAN DIEGO, CA 92127 | Advisory (Participants) | $17,716 |
NEWPORT GROUP, INC.5 years Service code 15 · EIN 27-2037969 | Recordkeeping | $7,392 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,232 | $82,664-41.7% | $125,339-61.5% | $68,494-29.6% |
| Participation rate | 95.9% | 75.0%+20.8pp | 82.4%+13.5pp | 67.9%+28.0pp |
| Annual return | -15.57% | -5.97%-9.6pp | 572.05%-587.6pp | -7.84%-7.7pp |
| Employer contribution / active EE | $0 | $3,381-100.0% | $4,814-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $7,655 | $6,110+25.3% | $7,446+2.8% | $4,027+90.1% |
| Admin fee / account holder | $174 | $6,275-97.2% | $10,010-98.3% | $5,403-96.8% |