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 Service code 27 · EIN 20-8764829 | Advisory (Plan) | $102,548 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $88,864 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,018 | $92,055+38.0% | $106,213+19.6% | $77,643+63.6% |
| Participation rate | 96.2% | 81.0%+15.2pp | 75.3%+20.9pp | 70.6%+25.6pp |
| Annual return | 12.72% | 17.91%-5.2pp | 116.14%-103.4pp | 31.24%-18.5pp |
| Employer contribution / active EE | $7,103 | $3,367+111.0% | $3,171+124.0% | $2,726+160.6% |
| Participant deferral / active EE | $6,440 | $5,386+19.6% | $5,016+28.4% | $4,647+38.6% |
| Admin fee / account holder | $526 | $219+140.1% | $11,033-95.2% | $430+22.2% |