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 14 · EIN 51-0116113 | Plan Administrator | $19,564 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $465,478 | $78,485+493.1% | $106,213+338.2% | $74,495+524.8% |
| Participation rate | 100.0% | 72.8%+27.2pp | 75.3%+24.7pp | 67.2%+32.8pp |
| Annual return | 45.30% | 15.95%+29.4pp | 116.14%-70.8pp | 1364.94%-1319.6pp |
| Employer contribution / active EE | $7,027 | $2,523+178.6% | $3,171+121.6% | $2,623+167.9% |
| Participant deferral / active EE | $0 | $4,322-100.0% | $5,016-100.0% | $4,346-100.0% |
| Admin fee / account holder | $75 | $2,232-96.6% | $11,033-99.3% | $1,942-96.1% |