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 CAPITAL MANAGEMENT Service code 27 · EIN 20-8764829 | Advisory (Plan) | $86,250 |
STRATEGIC ADVISORS, INC.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $56,472 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $32,222 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $157,343 | $58,778+167.7% | $129,207+21.8% | $77,643+102.6% |
| Participation rate | 95.0% | 59.2%+35.8pp | 69.6%+25.4pp | 70.6%+24.5pp |
| Annual return | 16.05% | 24.73%-8.7pp | 9417.33%-9401.3pp | 31.24%-15.2pp |
| Employer contribution / active EE | $3,640 | $1,952+86.4% | $4,153-12.4% | $2,726+33.5% |
| Participant deferral / active EE | $11,669 | $3,212+263.2% | $4,168+180.0% | $4,647+151.1% |
| Admin fee / account holder | $140 | $589-76.3% | $7,715-98.2% | $430-67.6% |