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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Filed as: MORGAN STANLEY Service code 49 2 JERICHO PLAZA · JERICHO, NY 11753 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $140,938 | $61,156+130.5% | $185,823-24.2% | $79,386+77.5% |
| Participation rate | 69.1% | 66.6%+2.5pp | 81.7%-12.6pp | 70.7%-1.6pp |
| Annual return | 12.63% | 19.45%-6.8pp | 122.05%-109.4pp | 116.85%-104.2pp |
| Employer contribution / active EE | $415 | $2,321-82.1% | $5,167-92.0% | $2,427-82.9% |
| Participant deferral / active EE | $5,002 | $2,789+79.4% | $5,568-10.2% | $4,046+23.6% |
| Admin fee / account holder | $0 | $710-100.0% | $16,237-100.0% | $626-100.0% |