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 Service code 27 1300 THAMES STREET WHARF · BALTIMORE, MD 21231 | Advisory (Plan) | $25,314 |
ASCENSUS LLC6 years Service code 15 · EIN 11-3665754 | Recordkeeping | $10,530 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,613 | $41,078-32.8% | $80,569-65.7% | $71,457-61.4% |
| Participation rate | 58.5% | 50.2%+8.3pp | 67.0%-8.5pp | 67.9%-9.4pp |
| Annual return | 17.77% | 38.45%-20.7pp | 935.43%-917.7pp | 28.85%-11.1pp |
| Employer contribution / active EE | $352 | $1,506-76.6% | $2,723-87.1% | $2,588-86.4% |
| Participant deferral / active EE | $1,977 | $2,699-26.8% | $4,447-55.5% | $4,289-53.9% |
| Admin fee / account holder | $166 | $1,840-91.0% | $5,377-96.9% | $1,587-89.5% |