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 |
|---|---|---|
THE VANGUARD GROUP, INC.6 years Service code 15 · EIN 23-1945930 | Recordkeeping | $16,102 |
Filed as: MORGAN STANLEY GLOBAL Service code 27 1300 THAMES STREET WHARF · BALTIMORE, MD 21231 | Advisory (Plan) | $12,500 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,474 | $102,317-13.5% | $146,958-39.8% | $80,856+9.4% |
| Participation rate | 96.6% | 75.8%+20.8pp | 82.2%+14.4pp | 67.6%+29.0pp |
| Annual return | 13.48% | 134.76%-121.3pp | 418.34%-404.9pp | 35.59%-22.1pp |
| Employer contribution / active EE | $5,049 | $3,713+36.0% | $4,933+2.3% | $2,755+83.3% |
| Participant deferral / active EE | $6,320 | $6,644-4.9% | $8,070-21.7% | $4,296+47.1% |
| Admin fee / account holder | $165 | $7,941-97.9% | $12,998-98.7% | $6,918-97.6% |