Filed June 5, 2025
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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $49,467 |
Filed as: MORGAN STANLEY Service code 27 · EIN 20-8764829 | Advisory (Plan) | $11,410 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $65,697 | $50,815+29.3% | $155,509-57.8% | $77,643-15.4% |
| Participation rate | 66.1% | 63.1%+3.0pp | 78.2%-12.0pp | 70.6%-4.4pp |
| Annual return | 10.86% | 34.80%-23.9pp | 64.67%-53.8pp | 31.24%-20.4pp |
| Employer contribution / active EE | $0 | $1,993-100.0% | $4,672-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $2,211 | $2,822-21.7% | $5,626-60.7% | $4,647-52.4% |
| Admin fee / account holder | $205 | $437-53.0% | $15,912-98.7% | $430-52.3% |