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 |
|---|---|---|
NYHART2+ years Service code 15 · EIN 35-0966414 | Recordkeeping | $11,313 |
Filed as: MORGAN STANLEY WEALTH MANAGEMENT Service code 27 · EIN 26-4310632 | Advisory (Plan) | $5,190 |
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 | $31,344 | $46,732-32.9% | $156,549-80.0% | $55,167-43.2% |
| Participation rate | 93.8% | 65.8%+28.0pp | 84.0%+9.8pp | 69.0%+24.8pp |
| Annual return | 9.00% | 17.72%-8.7pp | 32.23%-23.2pp | 169.23%-160.2pp |
| Employer contribution / active EE | $1,552 | $2,105-26.3% | $5,501-71.8% | $1,963-20.9% |
| Participant deferral / active EE | $2,297 | $2,204+4.2% | $4,871-52.9% | $3,054-24.8% |
| Admin fee / account holder | $128 | $418-69.5% | $13,027-99.0% | $504-74.7% |