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 |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY Service code 23 · EIN 26-4310632 | Insurance services | $20,000 |
TIAA3 years Filed as: TIAA-TEACHERS INS. & ANNUITY ASSOC. Service code 23 · EIN 13-1624203 | Insurance services | $13,321 |
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 | $105,581 | $49,227+114.5% | $70,449+49.9% | $79,858+32.2% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 15.07% | 30.06%-15.0pp | 109.03%-94.0pp | 31.71%-16.6pp |
| Employer contribution / active EE | $3,248 | $2,099+54.7% | $2,737+18.7% | $2,471+31.4% |
| Participant deferral / active EE | $4,272 | $2,768+54.4% | $3,709+15.2% | $3,740+14.2% |
| Admin fee / account holder | $283 | $2,878-90.2% | $3,845-92.6% | $5,306-94.7% |