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 28 · EIN 26-4310632 | Investment Management | $20,163 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $850 |
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 | $185,000 | $84,936+117.8% | $111,297+66.2% | $79,386+133.0% |
| Participation rate | 44.7% | 75.9%-31.1pp | 77.3%-32.6pp | 70.7%-26.0pp |
| Annual return | 48.27% | 17.45%+30.8pp | 54.65%-6.4pp | 116.85%-68.6pp |
| Employer contribution / active EE | $1,480 | $1,979-25.2% | $2,731-45.8% | $2,427-39.0% |
| Participant deferral / active EE | $2,962 | $3,888-23.8% | $4,487-34.0% | $4,046-26.8% |
| Admin fee / account holder | $250 | $537-53.4% | $7,964-96.9% | $626-60.1% |