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 GLOBAL BANKING OPERA Service code 26 · EIN 26-4310632 | Advisory (Participants) | $9,937 |
Service code 37 · EIN 04-2647786 | Loan Processing | $7,974 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $36,289 | $33,826+7.3% | $88,538-59.0% | $67,579-46.3% |
| Participation rate | 25.4% | 64.6%-39.2pp | 68.7%-43.4pp | 71.3%-45.9pp |
| Annual return | 20.74% | 68.24%-47.5pp | 43.64%-22.9pp | 378.56%-357.8pp |
| Employer contribution / active EE | $352 | $1,232-71.5% | $2,098-83.2% | $2,148-83.6% |
| Participant deferral / active EE | $791 | $2,089-62.1% | $2,914-72.9% | $3,539-77.6% |
| Admin fee / account holder | $99 | $134-26.3% | $4,310-97.7% | $142-30.7% |