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 6-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 15 · EIN 01-0233346 | Recordkeeping | $79,879 |
Filed as: MORGAN STANLEY Service code 27 · EIN 20-8764829 | Advisory (Plan) | $13,120 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,364 | $119,446-5.9% | $150,045-25.1% | $85,563+31.3% |
| Participation rate | 93.2% | 75.4%+17.7pp | 82.3%+10.8pp | 66.0%+27.2pp |
| Annual return | 38.41% | 23.72%+14.7pp | 62.55%-24.1pp | 31.51%+6.9pp |
| Employer contribution / active EE | $4,784 | $4,078+17.3% | $4,693+1.9% | $2,654+80.3% |
| Participant deferral / active EE | $14,004 | $7,985+75.4% | $7,997+75.1% | $4,375+220.1% |
| Admin fee / account holder | $186 | $548-66.0% | $13,435-98.6% | $834-77.7% |