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The State of Equity Plan Management at Private Companies Report 2020

View our private equity compensation report to learn about the state of equity plan management at private companies.

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Get the first-ever State of Equity Plan Management at Private Companies 2020 report

See how equity compensation is evolving and how companies are tailoring their programs to successfully manage and grow their equity plans.

In our first-ever report on the State of Equity Plan Management at Private companies, we surveyed over 300 equity administration professionals to investigate how companies are implementing and managing their equity compensation plans, along with the challenges they face.


Download the report to explore the top trends in equity plan management, including:

  • Equity is going digital – 77% of companies are currently using digital stock plan certificates, while another 80% either have or are interested in integrating an online employee equity portal.
  • Equity is becoming ever more important as part of compensation, recruiting, and retainment – 36% of executives said their primary reason for equity compensation plans was to attract and retain talent.
  • The challenges associated with equity plan management remain consistent – 32% of administrators said that understanding tax consequences was the most difficult part of their job.
Shareworks by Morgan Stanley, Morgan Stanley Smith Barney LLC, and its affiliates and employees do not provide legal or tax advice. You should always consult with and rely on your own legal and/or tax advisors.

Shareworks by Morgan Stanley services are provided by Morgan Stanley Smith Barney LLC, member SIPC, and its affiliates, all wholly owned subsidiaries of Morgan Stanley.

The results of the surveys are for informational purposes only and are subject to change without notice. Past performance is not a guarantee of future results. Diversification does not assure a profit or protect against loss in declining financial markets.

Equity securities may fluctuate in response to news on companies, industries, market conditions and the general economic environment. Companies paying dividends can reduce or stop payouts at any time.

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