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 BARNEY3 years Filed as: MORGAN STANLEY Service code 23 · EIN 26-4310632 | Insurance services | $20,000 |
TIAA4 years Filed as: TIAA-TEACHERS INS. & ANNUITY ASSOC. Service code 23 · EIN 13-1624203 | Insurance services | $18,415 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $118,314 | $53,822+119.8% | $75,696+56.3% | $85,850+37.8% |
| Participation rate | 100.0% | 69.1%+30.9pp | 74.8%+25.2pp | 69.3%+30.7pp |
| Annual return | 13.60% | 24.54%-10.9pp | 104.53%-90.9pp | 318.53%-304.9pp |
| Employer contribution / active EE | $3,591 | $2,017+78.1% | $2,743+30.9% | $2,565+40.0% |
| Participant deferral / active EE | $4,831 | $2,895+66.9% | $3,821+26.4% | $3,952+22.3% |
| Admin fee / account holder | $315 | $3,343-90.6% | $3,619-91.3% | $6,260-95.0% |