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 Service code 27 1300 THAMES STREET WHARF · BALTIMORE, MD 21231 | Advisory (Plan) | $26,170 |
ASCENSUS LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $3,137 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,502 | $79,013-32.3% | $100,391-46.7% | $74,495-28.2% |
| Participation rate | 91.8% | 79.5%+12.3pp | 81.5%+10.3pp | 67.2%+24.6pp |
| Annual return | 12.78% | 20.41%-7.6pp | 49.20%-36.4pp | 1364.94%-1352.2pp |
| Employer contribution / active EE | $2,467 | $3,021-18.3% | $3,942-37.4% | $2,623-6.0% |
| Participant deferral / active EE | $3,874 | $7,760-50.1% | $8,082-52.1% | $4,346-10.9% |
| Admin fee / account holder | $165 | $1,320-87.5% | $7,899-97.9% | $1,942-91.5% |