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 6-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 GLOBAL BANKING OPERA Service code 27 · EIN 26-4310632 | Advisory (Plan) | $15,034 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $6,748 |
ASCENSUS LLC1 year Filed as: FUTUREPLAN BY ASCENSUS Service code 15 · EIN 82-3719843 | Recordkeeping | $810 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $59,463 | $70,475-15.6% | $100,516-40.8% | $79,858-25.5% |
| Participation rate | 100.0% | 73.7%+26.3pp | 79.4%+20.6pp | 69.6%+30.4pp |
| Annual return | 2191.65% | 21.90%+2169.8pp | 30.89%+2160.8pp | 31.71%+2159.9pp |
| Employer contribution / active EE | $8,675 | $2,165+300.8% | $3,418+153.8% | $2,471+251.1% |
| Participant deferral / active EE | $8,899 | $5,181+71.8% | $6,270+41.9% | $3,740+137.9% |
| Admin fee / account holder | $134 | $4,478-97.0% | $8,081-98.3% | $5,306-97.5% |