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 51 112 WORCHESTER ST · WELLESLEY, MA 02481 | Investment Mgmt Fees | $6,421 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,288 | $106,028-40.3% | $146,958-56.9% | $77,643-18.5% |
| Participation rate | 99.0% | 78.4%+20.7pp | 82.2%+16.9pp | 70.6%+28.5pp |
| Annual return | 72.56% | 56.73%+15.8pp | 418.34%-345.8pp | 31.24%+41.3pp |
| Employer contribution / active EE | $4,957 | $4,063+22.0% | $4,933+0.5% | $2,726+81.9% |
| Participant deferral / active EE | $0 | $7,990-100.0% | $8,070-100.0% | $4,647-100.0% |
| Admin fee / account holder | $8 | $337-97.7% | $12,998-99.9% | $430-98.2% |