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 4-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 |
|---|---|---|
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY Service code 27 · EIN 20-8764829 1300 THAMES ST WHARF, 4TH FLOOR · BALTIMORE, MD 21231 | Advisory (Plan) | $30,000 |
TIAA1+ years Service code 64 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Recordkeeping Fees | $20,146 |
Service code 17 · EIN 26-1233837 19825-B NORTH COVE ROAD · CORNELIUS, NC 28031 | Pension Consulting | $2,140 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,537 | $60,989+27.1% | $60,874+27.4% | $66,914+15.9% |
| Participation rate | 99.2% | 74.5%+24.8pp | 73.1%+26.1pp | 69.8%+29.4pp |
| Annual return | -14.06% | -9.60%-4.5pp | 16.90%-31.0pp | 1.58%-15.6pp |
| Employer contribution / active EE | $4,468 | $2,661+67.9% | $2,701+65.4% | $2,544+75.6% |
| Participant deferral / active EE | $7,687 | $3,615+112.7% | $3,817+101.4% | $4,237+81.4% |
| Admin fee / account holder | $160 | $338-52.7% | $3,224-95.0% | $593-73.0% |