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 BANKING OPS Service code 27 · EIN 26-4310632 | Advisory (Plan) | $68,995 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $41,090 |
Filed as: GELMAN PENSION CONSULTING Service code 15 · EIN 13-3752538 | Recordkeeping | $2,500 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $239,143 | $84,487+183.1% | $125,339+90.8% | $66,914+257.4% |
| Participation rate | 99.0% | 76.4%+22.6pp | 82.4%+16.6pp | 69.8%+29.2pp |
| Annual return | -18.60% | -8.39%-10.2pp | 572.05%-590.7pp | 1.58%-20.2pp |
| Employer contribution / active EE | $9,794 | $3,553+175.7% | $4,814+103.5% | $2,544+285.0% |
| Participant deferral / active EE | $14,002 | $6,781+106.5% | $7,446+88.0% | $4,237+230.5% |
| Admin fee / account holder | $881 | $685+28.6% | $10,010-91.2% | $593+48.5% |