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 Service code 27 · EIN 26-4310632 | Advisory (Plan) | $25,000 |
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $24,096 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $52,845 | $80,177-34.1% | $123,892-57.3% | $57,658-8.3% |
| Participation rate | 62.0% | 74.4%-12.4pp | 81.4%-19.4pp | 70.2%-8.2pp |
| Annual return | 14.55% | 17.90%-3.4pp | 47.52%-33.0pp | 5.13%+9.4pp |
| Employer contribution / active EE | $2,394 | $2,913-17.8% | $4,617-48.1% | $1,974+21.3% |
| Participant deferral / active EE | $5,304 | $5,130+3.4% | $5,984-11.4% | $3,061+73.3% |
| Admin fee / account holder | $120 | $106+12.6% | $8,357-98.6% | $95+26.7% |