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 INSTITUTIONAL INVES Service code 27 · EIN 11-3658445 | Advisory (Plan) | $9,752 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$11,756 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,371 | $84,556+55.4% | $116,228+13.0% | $74,304+76.8% |
| Participation rate | 97.3% | 66.0%+31.3pp | 74.6%+22.8pp | 60.3%+37.0pp |
| Annual return | 17.82% | 18.35%-0.5pp | 90.06%-72.2pp | 29.43%-11.6pp |
| Employer contribution / active EE | $4,177 | $2,168+92.7% | $2,994+39.5% | $2,241+86.4% |
| Participant deferral / active EE | $6,734 | $3,814+76.5% | $4,953+36.0% | $3,767+78.8% |
| Admin fee / account holder | $13 | $3,792-99.7% | $11,989-99.9% | $2,969-99.6% |