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 8-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 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $6,464 |
Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $832 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,221 | $65,061+61.7% | $143,757-26.8% | $66,914+57.2% |
| Participation rate | 13.0% | 65.2%-52.2pp | 80.3%-67.3pp | 69.8%-56.8pp |
| Annual return | -11.05% | -11.14%+0.1pp | -0.04%-11.0pp | 1.58%-12.6pp |
| Employer contribution / active EE | $738 | $2,361-68.7% | $4,951-85.1% | $2,544-71.0% |
| Participant deferral / active EE | $2,081 | $2,919-28.7% | $5,637-63.1% | $4,237-50.9% |
| Admin fee / account holder | $243 | $502-51.5% | $14,673-98.3% | $593-59.0% |