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 Service code 27 · EIN 58-1091383 | Advisory (Plan) | $25,197 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $24,489 |
Service code 15 · EIN 58-2380163 | Recordkeeping | $5,925 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $55,770 | $62,267-10.4% | $110,238-49.4% | $55,725+0.1% |
| Participation rate | 43.6% | 78.1%-34.5pp | 79.8%-36.2pp | 70.9%-27.2pp |
| Annual return | -5.89% | -1.07%-4.8pp | 314.74%-320.6pp | 244.93%-250.8pp |
| Employer contribution / active EE | $883 | $1,941-54.5% | $3,826-76.9% | $2,078-57.5% |
| Participant deferral / active EE | $2,560 | $3,516-27.2% | $4,672-45.2% | $3,356-23.7% |
| Admin fee / account holder | $359 | $121+196.6% | $8,547-95.8% | $115+211.4% |