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 |
|---|---|---|
TIAA3+ years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $30,063 |
MORGAN STANLEY SMITH BARNEY3+ years Filed as: MORGAN STANLEY Service code 27 · EIN 20-8764829 | Advisory (Plan) | $30,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,889 | $69,763+41.7% | $67,502+46.5% | $74,495+32.7% |
| Participation rate | 98.6% | 71.4%+27.3pp | 72.9%+25.8pp | 67.2%+31.4pp |
| Annual return | 13.11% | -40.34%+53.5pp | 3512.12%-3499.0pp | 1364.94%-1351.8pp |
| Employer contribution / active EE | $4,707 | $2,704+74.1% | $2,731+72.4% | $2,623+79.5% |
| Participant deferral / active EE | $8,198 | $3,636+125.5% | $4,000+105.0% | $4,346+88.6% |
| Admin fee / account holder | $200 | $896-77.6% | $3,998-95.0% | $1,942-89.7% |