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 20-8764829 | Advisory (Plan) | $19,183 |
Service code 37 · EIN 04-2647786 | Loan Processing | $12,434 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,806 | $79,449+25.6% | $189,557-47.3% | $85,850+16.3% |
| Participation rate | 84.8% | 66.0%+18.8pp | 78.4%+6.4pp | 69.3%+15.5pp |
| Annual return | 15.34% | 18.45%-3.1pp | 64.17%-48.8pp | 318.53%-303.2pp |
| Employer contribution / active EE | $3,666 | $2,081+76.2% | $4,412-16.9% | $2,565+42.9% |
| Participant deferral / active EE | $7,905 | $4,051+95.1% | $6,174+28.1% | $3,952+100.0% |
| Admin fee / account holder | $489 | $5,377-90.9% | $9,807-95.0% | $6,260-92.2% |