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 27 · EIN 26-4310632 | Advisory (Plan) | $31,211 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $27,492 |
ASCENSUS LLC1 year Filed as: ASCENSUS, LLC Service code 15 · EIN 82-3719843 | Recordkeeping | $6,225 |
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.)
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 | $61,474 | $69,159-11.1% | $125,175-50.9% | $67,579-9.0% |
| Participation rate | 44.7% | 78.2%-33.5pp | 79.8%-35.1pp | 71.3%-26.6pp |
| Annual return | 22.11% | 27.12%-5.0pp | 43.79%-21.7pp | 378.56%-356.4pp |
| Employer contribution / active EE | $933 | $2,023-53.9% | $3,865-75.9% | $2,148-56.6% |
| Participant deferral / active EE | $2,740 | $3,700-25.9% | $4,937-44.5% | $3,539-22.6% |
| Admin fee / account holder | $367 | $142+158.6% | $9,702-96.2% | $142+157.6% |