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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $36,704 |
Filed as: MORGAN STANLEY GLOBAL Service code 27 · EIN 26-4310632 | Advisory (Plan) | $29,091 |
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 | $49,138 | $56,767-13.4% | $101,794-51.7% | $85,563-42.6% |
| Participation rate | 71.0% | 57.6%+13.4pp | 69.2%+1.8pp | 66.0%+5.0pp |
| Annual return | 15.37% | 17.76%-2.4pp | 30.53%-15.2pp | 31.51%-16.1pp |
| Employer contribution / active EE | $0 | $1,112-100.0% | $2,289-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $5,663 | $2,720+108.2% | $4,084+38.7% | $4,375+29.4% |
| Admin fee / account holder | $243 | $1,098-77.9% | $8,777-97.2% | $834-70.9% |