See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: MORGAN STANLEY Service code 26 · EIN 20-8764829 | Advisory (Participants) | $16,198 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $12,825 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,149 | $55,415-45.6% | $155,509-80.6% | $74,495-59.5% |
| Participation rate | 69.7% | 61.9%+7.8pp | 78.2%-8.4pp | 67.2%+2.5pp |
| Annual return | 12.43% | 268.50%-256.1pp | 64.67%-52.2pp | 1364.94%-1352.5pp |
| Employer contribution / active EE | $404 | $2,267-82.2% | $4,672-91.4% | $2,623-84.6% |
| Participant deferral / active EE | $2,028 | $2,836-28.5% | $5,626-64.0% | $4,346-53.3% |
| Admin fee / account holder | $203 | $1,738-88.3% | $15,912-98.7% | $1,942-89.5% |