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 OPER Service code 23 · EIN 26-4316032 | Investment advisory (plan); Insurance... | $125,010 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $31,052 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $53,336 | $105,190-49.3% | $98,907-46.1% | $90,288-40.9% |
| Participation rate | 69.0% | 86.4%-17.3pp | 76.0%-7.0pp | 73.4%-4.3pp |
| Annual return | 17.84% | 18.52%-0.7pp | 196.43%-178.6pp | 53.97%-36.1pp |
| Employer contribution / active EE | $2,050 | $3,831-46.5% | $2,689-23.8% | $2,524-18.8% |
| Participant deferral / active EE | $4,203 | $5,616-25.2% | $4,244-1.0% | $4,232-0.7% |
| Admin fee / account holder | $231 | $97+137.1% | $6,642-96.5% | $114+102.4% |