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 GLOBAL BA Service code 27 · EIN 26-4310632 | Advisory (Plan) | $24,457 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $18,032 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,316 | $69,010+26.5% | $159,960-45.4% | $68,494+27.5% |
| Participation rate | 14.9% | 65.4%-50.5pp | 78.0%-63.0pp | 67.9%-52.9pp |
| Annual return | -18.63% | -9.65%-9.0pp | 408.60%-427.2pp | -7.84%-10.8pp |
| Employer contribution / active EE | $1,824 | $2,213-17.6% | $4,226-56.8% | $2,596-29.8% |
| Participant deferral / active EE | $5,326 | $4,212+26.5% | $6,182-13.8% | $4,027+32.3% |
| Admin fee / account holder | $397 | $4,798-91.7% | $8,698-95.4% | $5,403-92.7% |