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 DOMESTIC Service code 26 · EIN 20-8764829 | Advisory (Participants) | $17,533 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,274 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,966 | $104,475+21.5% | $159,436-20.4% | $79,386+59.9% |
| Participation rate | 79.0% | 76.6%+2.4pp | 82.8%-3.8pp | 70.7%+8.3pp |
| Annual return | 16.91% | 67.95%-51.0pp | 263.57%-246.7pp | 116.85%-99.9pp |
| Employer contribution / active EE | $3,127 | $3,417-8.5% | $4,829-35.2% | $2,427+28.8% |
| Participant deferral / active EE | $6,206 | $6,467-4.0% | $7,352-15.6% | $4,046+53.4% |
| Admin fee / account holder | $481 | $711-32.4% | $10,799-95.5% | $626-23.2% |