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 BA Service code 27 · EIN 93-0940340 | Advisory (Plan) | $114,553 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $30,180 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,872 | $89,436-6.2% | $164,813-49.1% | $77,643+8.0% |
| Participation rate | 97.4% | 78.6%+18.8pp | 78.6%+18.8pp | 70.6%+26.9pp |
| Annual return | 15.72% | 28.83%-13.1pp | 69.93%-54.2pp | 31.24%-15.5pp |
| Employer contribution / active EE | $1,245 | $2,569-51.5% | $4,341-71.3% | $2,726-54.3% |
| Participant deferral / active EE | $4,581 | $4,897-6.4% | $6,031-24.0% | $4,647-1.4% |
| Admin fee / account holder | $427 | $339+25.8% | $12,690-96.6% | $430-0.8% |