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 27 41 SOUTH HIGH STREET · COLUMBUS, OH 43215 | Advisory (Plan) | $28,308 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $359,756 | $83,477+331.0% | $125,175+187.4% | $72,985+392.9% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.5%+30.5pp |
| Annual return | 15.79% | 25.78%-10.0pp | 43.79%-28.0pp | 81.00%-65.2pp |
| Employer contribution / active EE | $26,411 | $2,345+1026.1% | $3,865+583.3% | $2,440+982.5% |
| Participant deferral / active EE | $0 | $3,585-100.0% | $4,937-100.0% | $3,607-100.0% |
| Admin fee / account holder | $5,188 | $5,517-6.0% | $9,702-46.5% | $5,124+1.2% |