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 9-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 |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $90,920 |
Filed as: MORGAN STANLEY Service code 99 1300 THAMES STREET WHARF · BALTIMOARE, MD 212319907 | Other Fees | $70,767 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $238,105 | $89,652+165.6% | $141,162+68.7% | $65,185+265.3% |
| Participation rate | 78.8% | 74.7%+4.1pp | 82.5%-3.7pp | 70.2%+8.6pp |
| Annual return | 21.56% | 32.79%-11.2pp | 71.39%-49.8pp | 29.38%-7.8pp |
| Employer contribution / active EE | $12,774 | $3,065+316.8% | $4,735+169.8% | $2,177+486.9% |
| Participant deferral / active EE | $0 | $5,691-100.0% | $6,709-100.0% | $3,514-100.0% |
| Admin fee / account holder | $800 | $569+40.8% | $10,261-92.2% | $847-5.5% |