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 26 · EIN 26-4310632 | Advisory (Participants) | $13,986 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$2,864 |
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 | $58,582 | $58,879-0.5% | $178,490-67.2% | $73,488-20.3% |
| Participation rate | 73.7% | 66.2%+7.5pp | 81.9%-8.2pp | 70.7%+3.0pp |
| Annual return | 15.62% | 24.86%-9.2pp | 151.07%-135.5pp | 28.51%-12.9pp |
| Employer contribution / active EE | $2,216 | $2,236-0.9% | $5,011-55.8% | $2,270-2.4% |
| Participant deferral / active EE | $4,106 | $2,567+59.9% | $5,202-21.1% | $3,740+9.8% |
| Admin fee / account holder | $94 | $400-76.6% | $13,984-99.3% | $513-81.8% |