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 OP Service code 99 · EIN 11-1000111 | Other Fees | $26,253 |
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 | $68,600 | $75,388-9.0% | $123,544-44.5% | $55,725+23.1% |
| Participation rate | 80.0% | 75.7%+4.3pp | 82.3%-2.3pp | 70.9%+9.1pp |
| Annual return | 37.80% | 4.48%+33.3pp | 119.20%-81.4pp | 244.93%-207.1pp |
| Employer contribution / active EE | $1,421 | $3,063-53.6% | $4,628-69.3% | $2,078-31.6% |
| Participant deferral / active EE | $3,900 | $5,651-31.0% | $6,426-39.3% | $3,356+16.2% |
| Admin fee / account holder | $90 | $120-24.6% | $9,284-99.0% | $115-21.6% |