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 CAPITAL MANAGEMENT, Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $19,735 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$7,299 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,383 | $84,784+25.5% | $98,439+8.1% | $74,419+43.0% |
| Participation rate | 97.5% | 81.5%+16.0pp | 75.2%+22.4pp | 70.7%+26.8pp |
| Annual return | 23.32% | 20.59%+2.7pp | 21.16%+2.2pp | 34.38%-11.1pp |
| Employer contribution / active EE | $5,946 | $3,364+76.7% | $3,048+95.1% | $2,637+125.5% |
| Participant deferral / active EE | $18,122 | $5,218+247.3% | $4,738+282.5% | $4,528+300.2% |
| Admin fee / account holder | $35 | $204-82.8% | $8,948-99.6% | $348-89.9% |