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 |
|---|---|---|
TIAA4+ years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $37,343 |
MORGAN STANLEY SMITH BARNEY4+ 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 | $108,780 | $67,984+60.0% | $65,493+66.1% | $74,304+46.4% |
| Participation rate | 98.7% | 66.3%+32.4pp | 73.1%+25.6pp | 60.3%+38.4pp |
| Annual return | 14.68% | 19.87%-5.2pp | 982.45%-967.8pp | 29.43%-14.7pp |
| Employer contribution / active EE | $4,499 | $2,491+80.6% | $2,574+74.8% | $2,241+100.8% |
| Participant deferral / active EE | $8,362 | $3,346+149.9% | $3,961+111.1% | $3,767+122.0% |
| Admin fee / account holder | $167 | $1,373-87.9% | $5,028-96.7% | $2,969-94.4% |