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 OPERA Service code 16 · EIN 20-8764829 | Consulting | $44,724 |
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $26,423 |
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 | $81,270 | $100,227-18.9% | $169,993-52.2% | $74,419+9.2% |
| Participation rate | 97.8% | 87.3%+10.5pp | 87.0%+10.8pp | 70.7%+27.1pp |
| Annual return | 17.18% | 66.08%-48.9pp | 53.37%-36.2pp | 34.38%-17.2pp |
| Employer contribution / active EE | $3,056 | $4,263-28.3% | $6,785-55.0% | $2,637+15.9% |
| Participant deferral / active EE | $6,398 | $7,143-10.4% | $10,408-38.5% | $4,528+41.3% |
| Admin fee / account holder | $103 | $234-55.9% | $12,815-99.2% | $348-70.3% |