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 9-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 21 1358 BROADWAY · NEW YORK, NY 10036 | Bank Trustee | $11,918 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $174,686 | $91,407+91.1% | $135,903+28.5% | $71,457+144.5% |
| Participation rate | 98.2% | 75.7%+22.5pp | 81.9%+16.3pp | 67.9%+30.3pp |
| Annual return | -3.96% | 29.90%-33.9pp | 68.23%-72.2pp | 28.85%-32.8pp |
| Employer contribution / active EE | $5,445 | $3,703+47.0% | $4,856+12.1% | $2,588+110.4% |
| Participant deferral / active EE | $0 | $7,092-100.0% | $7,758-100.0% | $4,289-100.0% |
| Admin fee / account holder | $68 | $1,266-94.6% | $10,762-99.4% | $1,587-95.7% |