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 4114 WOODLANDS PARKWAY, SUITE 200 · PLAM HARBOR, FL 34685 | Advisory (Plan) | $0 |
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 | $23,555 | $28,109-16.2% | $71,086-66.9% | $56,287-58.2% |
| Participation rate | 55.0% | 40.4%+14.5pp | 54.7%+0.3pp | 69.9%-14.9pp |
| Annual return | -5.61% | -615.05%+609.4pp | 650.59%-656.2pp | -9.96%+4.4pp |
| Employer contribution / active EE | $844 | $558+51.3% | $1,088-22.4% | $2,111-60.0% |
| Participant deferral / active EE | $1,563 | $1,116+40.1% | $1,874-16.6% | $3,350-53.4% |
| Admin fee / account holder | $10 | $585-98.2% | $3,082-99.7% | $521-98.0% |