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 |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $19,933 |
Filed as: MORGAN STANLEY Service code 99 1300 THAMES STREET WHARF · BALTIMORE, MD 212319907 | Other Fees | $15,176 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $69,645 | $89,355-22.1% | $141,162-50.7% | $72,985-4.6% |
| Participation rate | 95.2% | 75.1%+20.1pp | 82.5%+12.7pp | 69.5%+25.7pp |
| Annual return | 17.24% | 111.85%-94.6pp | 71.39%-54.2pp | 81.00%-63.8pp |
| Employer contribution / active EE | $0 | $3,114-100.0% | $4,735-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $13,347 | $5,418+146.3% | $6,709+98.9% | $3,607+270.0% |
| Admin fee / account holder | $253 | $5,958-95.8% | $10,261-97.5% | $5,124-95.1% |