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 Service code 27 · EIN 26-4310632 | Advisory (Plan) | $27,408 |
ASCENSUS LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $23,635 |
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 | $28,094 | $73,102-61.6% | $123,544-77.3% | $56,287-50.1% |
| Participation rate | 71.8% | 74.3%-2.5pp | 82.3%-10.5pp | 69.9%+1.9pp |
| Annual return | -3.41% | 3.01%-6.4pp | 119.20%-122.6pp | -9.96%+6.5pp |
| Employer contribution / active EE | $2,768 | $2,977-7.0% | $4,628-40.2% | $2,111+31.1% |
| Participant deferral / active EE | $5,579 | $5,423+2.9% | $6,426-13.2% | $3,350+66.6% |
| Admin fee / account holder | $209 | $554-62.2% | $9,284-97.7% | $521-59.8% |