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 10-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 |
|---|---|---|
Filed as: MORGAN STANLEY Service code 23 · EIN 26-4310632 | Insurance services | $12,967 |
TIAA2 years Filed as: TIAA-TEACHERS INS. & ANNUITY ASSOC. Service code 23 · EIN 13-1624203 | Insurance services | $10,898 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,228 | $45,073+91.3% | $69,455+24.1% | $72,985+18.1% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.6%+25.4pp | 69.5%+30.5pp |
| Annual return | 19.29% | 22.65%-3.4pp | 28.97%-9.7pp | 81.00%-61.7pp |
| Employer contribution / active EE | $3,103 | $2,054+51.1% | $2,779+11.6% | $2,440+27.2% |
| Participant deferral / active EE | $4,081 | $2,602+56.9% | $3,535+15.4% | $3,607+13.1% |
| Admin fee / account holder | $223 | $3,056-92.7% | $3,839-94.2% | $5,124-95.6% |