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 9-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 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $4,658 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $4,336 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,878 | $101,317-35.0% | $146,958-55.2% | $74,495-11.6% |
| Participation rate | 88.4% | 75.5%+12.9pp | 82.2%+6.2pp | 67.2%+21.2pp |
| Annual return | 8.95% | 8730.91%-8722.0pp | 418.34%-409.4pp | 1364.94%-1356.0pp |
| Employer contribution / active EE | $5,173 | $3,810+35.8% | $4,933+4.9% | $2,623+97.2% |
| Participant deferral / active EE | $4,365 | $7,303-40.2% | $8,070-45.9% | $4,346+0.5% |
| Admin fee / account holder | $71 | $1,739-95.9% | $12,998-99.5% | $1,942-96.3% |