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 DOMESTIC HOLDINGS Service code 26 · EIN 20-8764829 | Advisory (Participants) | $60,271 |
Service code 37 · EIN 04-2647786 | Loan Processing | $14,124 |
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 | $134,094 | $96,484+39.0% | $156,263-14.2% | $74,304+80.5% |
| Participation rate | 77.0% | 67.7%+9.4pp | 78.9%-1.9pp | 60.3%+16.7pp |
| Annual return | 14.39% | 17.73%-3.3pp | 59.47%-45.1pp | 29.43%-15.0pp |
| Employer contribution / active EE | $3,559 | $2,528+40.8% | $4,333-17.9% | $2,241+58.8% |
| Participant deferral / active EE | $6,542 | $4,286+52.6% | $6,158+6.2% | $3,767+73.6% |
| Admin fee / account holder | $386 | $3,728-89.6% | $14,255-97.3% | $2,969-87.0% |