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 26 · EIN 36-3145972 | Advisory (Participants) | $50,734 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 60 · EIN 04-2647786 | Sub-TA Fees | $19,270 |
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 | $92,429 | $96,484-4.2% | $156,263-40.9% | $74,304+24.4% |
| Participation rate | 86.3% | 67.7%+18.7pp | 78.9%+7.4pp | 60.3%+26.0pp |
| Annual return | 15.22% | 17.73%-2.5pp | 59.47%-44.2pp | 29.43%-14.2pp |
| Employer contribution / active EE | $2,670 | $2,528+5.6% | $4,333-38.4% | $2,241+19.1% |
| Participant deferral / active EE | $6,435 | $4,286+50.1% | $6,158+4.5% | $3,767+70.8% |
| Admin fee / account holder | $419 | $3,728-88.8% | $14,255-97.1% | $2,969-85.9% |