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 BANKING OPER Service code 16 · EIN 26-4310632 | Consulting | $32,639 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$60,539 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $86,422 | $37,196+132.3% | $154,107-43.9% | $55,725+55.1% |
| Participation rate | 59.9% | 64.1%-4.2pp | 83.0%-23.1pp | 70.9%-10.9pp |
| Annual return | -4.46% | 1319.68%-1324.1pp | 735.12%-739.6pp | 244.93%-249.4pp |
| Employer contribution / active EE | $2,830 | $1,614+75.4% | $5,298-46.6% | $2,078+36.2% |
| Participant deferral / active EE | $1,990 | $2,068-3.8% | $5,081-60.8% | $3,356-40.7% |
| Admin fee / account holder | -$68 | $102-166.6% | $13,411-100.5% | $115-158.7% |