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 OPERA Service code 26 · EIN 26-4310632 | Advisory (Participants) | $114,856 |
Service code 37 · EIN 04-2647786 | Loan Processing | $46,890 |
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 | $80,644 | $62,267+29.5% | $110,238-26.8% | $55,725+44.7% |
| Participation rate | 91.6% | 78.1%+13.5pp | 79.8%+11.8pp | 70.9%+20.7pp |
| Annual return | -5.71% | -1.07%-4.6pp | 314.74%-320.4pp | 244.93%-250.6pp |
| Employer contribution / active EE | $2,033 | $1,941+4.7% | $3,826-46.9% | $2,078-2.2% |
| Participant deferral / active EE | $6,954 | $3,516+97.8% | $4,672+48.8% | $3,356+107.2% |
| Admin fee / account holder | $174 | $121+44.0% | $8,547-98.0% | $115+51.2% |