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 |
|---|---|---|
TIAA4 years Service code 15 · EIN 13-1624203 | Recordkeeping | $239,346 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: MORGAN STANLEY DOMESTIC HLDNGS Service code 49 · EIN 20-8764829 | Other Services | $60,000 |
BAKER TILLY US, LLP3 years Service code 10 · EIN 39-0859910 | Accounting | $16,200 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,651 | $53,136+19.8% | $155,509-59.1% | $199,593-68.1% |
| Participation rate | 93.1% | 64.1%+29.0pp | 78.2%+14.9pp | 72.0%+21.1pp |
| Annual return | 13.01% | 41.15%-28.1pp | 64.67%-51.7pp | 34.25%-21.2pp |
| Employer contribution / active EE | $2,678 | $1,851+44.7% | $4,672-42.7% | $3,034-11.7% |
| Participant deferral / active EE | $4,079 | $3,161+29.1% | $5,626-27.5% | $5,087-19.8% |
| Admin fee / account holder | $116 | $185-37.6% | $15,912-99.3% | $269-57.0% |