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 |
|---|---|---|
Filed as: MORGAN STANLEY GLOBAL BANKING OP Service code 16 · EIN 20-8764829 | Consulting | $26,958 |
THE VANGUARD GROUP, INC.1 year Filed as: THE VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $21,898 |
THE VANGUARD GROUP, INC.1 year Service code 99 | Other Fees | $0 |
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 | $68,033 | $86,897-21.7% | $151,611-55.1% | $64,808+5.0% |
| Participation rate | 98.0% | 87.3%+10.7pp | 87.5%+10.5pp | 71.5%+26.5pp |
| Annual return | -11.44% | -3.57%-7.9pp | 3.33%-14.8pp | 32.82%-44.3pp |
| Employer contribution / active EE | $2,692 | $4,010-32.9% | $6,166-56.3% | $2,506+7.4% |
| Participant deferral / active EE | $5,650 | $6,690-15.5% | $8,363-32.4% | $4,310+31.1% |
| Admin fee / account holder | $70 | $153-54.1% | $11,616-99.4% | $188-62.6% |