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 9-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 64 · EIN 71-0294708 | Recordkeeping Fees | $22,691 |
Filed as: MORGAN STANLEY GLOBAL Service code 99 · EIN 26-4310632 | Other Fees | $21,838 |
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 | $28,523 | $49,138-42.0% | $84,015-66.1% | $65,185-56.2% |
| Participation rate | 86.8% | 60.7%+26.1pp | 69.0%+17.8pp | 70.2%+16.6pp |
| Annual return | 19.09% | 23.00%-3.9pp | 71.31%-52.2pp | 29.38%-10.3pp |
| Employer contribution / active EE | $0 | $914-100.0% | $1,983-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $2,662 | $2,397+11.1% | $3,239-17.8% | $3,514-24.2% |
| Admin fee / account holder | $166 | $543-69.5% | $6,101-97.3% | $847-80.4% |