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 BARNEY2+ years Filed as: MORGAN STANLEY Service code 27 · EIN 20-8764829 | Advisory (Plan) | $30,000 |
TIAA2+ years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $22,514 |
Service code 17 · EIN 26-1233837 | Pension Consulting | $3,127 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,217 | $65,557+30.0% | $64,056+33.0% | $71,457+19.3% |
| Participation rate | 100.0% | 73.2%+26.8pp | 72.3%+27.7pp | 67.9%+32.1pp |
| Annual return | 15.99% | 18.94%-3.0pp | 33.69%-17.7pp | 28.85%-12.9pp |
| Employer contribution / active EE | $4,505 | $2,669+68.8% | $2,747+64.0% | $2,588+74.1% |
| Participant deferral / active EE | $7,684 | $3,626+111.9% | $3,880+98.0% | $4,289+79.2% |
| Admin fee / account holder | $155 | $616-74.8% | $3,068-94.9% | $1,587-90.2% |