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 GRAYSTONE CONSULTIN Service code 16 · EIN 26-4310632 | Consulting | $28,292 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,056 |
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 | $80,717 | $56,972+41.7% | $182,532-55.8% | $65,185+23.8% |
| Participation rate | 94.5% | 66.5%+28.0pp | 78.0%+16.6pp | 70.2%+24.3pp |
| Annual return | 21.67% | 27.67%-6.0pp | 148.54%-126.9pp | 29.38%-7.7pp |
| Employer contribution / active EE | $1,932 | $1,615+19.7% | $4,076-52.6% | $2,177-11.2% |
| Participant deferral / active EE | $6,128 | $3,526+73.8% | $5,524+10.9% | $3,514+74.4% |
| Admin fee / account holder | $141 | $528-73.4% | $8,592-98.4% | $847-83.4% |