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 49 · EIN 26-4310632 | Other Services | $25,629 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $5,855 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,128 | $74,706-18.2% | $75,696-19.2% | $79,386-23.0% |
| Participation rate | 71.7% | 75.3%-3.6pp | 74.8%-3.1pp | 70.7%+1.0pp |
| Annual return | 26.83% | 18.52%+8.3pp | 104.53%-77.7pp | 116.85%-90.0pp |
| Employer contribution / active EE | $1,392 | $2,590-46.3% | $2,743-49.3% | $2,427-42.7% |
| Participant deferral / active EE | $3,987 | $3,533+12.8% | $3,821+4.3% | $4,046-1.5% |
| Admin fee / account holder | $38 | $374-89.8% | $3,619-98.9% | $626-93.9% |