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 28 · EIN 36-3145972 | Investment Management | $5,444 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,975 | $65,322-87.8% | $70,449-88.7% | $73,488-89.1% |
| Participation rate | 95.3% | 77.0%+18.4pp | 75.1%+20.3pp | 70.7%+24.6pp |
| Annual return | 11.88% | 15.71%-3.8pp | 109.03%-97.2pp | 28.51%-16.6pp |
| Employer contribution / active EE | $910 | $2,460-63.0% | $2,737-66.7% | $2,270-59.9% |
| Participant deferral / active EE | $519 | $3,375-84.6% | $3,709-86.0% | $3,740-86.1% |
| Admin fee / account holder | $11 | $214-95.0% | $3,845-99.7% | $513-97.9% |