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 8-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 GLOBAL Service code 27 1300 THAMES STREET WHARF · BALTIMORE, MD 21231 | Advisory (Plan) | $14,726 |
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $14,633 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,341 | $91,407-51.5% | $135,903-67.4% | $71,457-37.9% |
| Participation rate | 95.8% | 75.7%+20.1pp | 81.9%+13.9pp | 67.9%+27.8pp |
| Annual return | 32.69% | 29.90%+2.8pp | 68.23%-35.5pp | 28.85%+3.8pp |
| Employer contribution / active EE | $2,089 | $3,703-43.6% | $4,856-57.0% | $2,588-19.3% |
| Participant deferral / active EE | $7,569 | $7,092+6.7% | $7,758-2.4% | $4,289+76.5% |
| Admin fee / account holder | $146 | $1,266-88.5% | $10,762-98.6% | $1,587-90.8% |