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 |
|---|---|---|
TIAA2 years Service code 15 · EIN 13-1624203 | Recordkeeping | $172,704 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY DOMESTIC HLDNGS Service code 49 · EIN 20-8764829 | Other Services | $65,260 |
BAKER TILLY US, LLP1 year Service code 10 · EIN 39-0859910 | Accounting | $9,500 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,074 | $45,000+4.6% | $143,757-67.3% | $77,904-39.6% |
| Participation rate | 95.4% | 66.8%+28.5pp | 80.3%+15.1pp | 73.7%+21.7pp |
| Annual return | -13.99% | 29.03%-43.0pp | -0.04%-13.9pp | 12.21%-26.2pp |
| Employer contribution / active EE | $3,304 | $1,870+76.7% | $4,951-33.3% | $2,848+16.0% |
| Participant deferral / active EE | $4,843 | $3,157+53.4% | $5,637-14.1% | $4,806+0.8% |
| Admin fee / account holder | $96 | $98-2.3% | $14,673-99.3% | $133-27.5% |