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 8-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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $27,895 |
Filed as: MORGAN STANLEY GLOBAL BA Service code 27 · EIN 26-4310632 | Advisory (Plan) | $16,694 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,277 | $60,892-4.3% | $82,389-29.3% | $84,808-31.3% |
| Participation rate | 90.8% | 63.3%+27.5pp | 69.5%+21.2pp | 68.3%+22.5pp |
| Annual return | 20.14% | 37.29%-17.1pp | 28.67%-8.5pp | 40.90%-20.8pp |
| Employer contribution / active EE | $0 | $1,779-100.0% | $2,517-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $4,147 | $3,179+30.5% | $4,155-0.2% | $4,212-1.5% |
| Admin fee / account holder | $464 | $5,467-91.5% | $7,231-93.6% | $7,344-93.7% |