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 BARNEY4 years Filed as: MORGAN STANLEY Service code 23 · EIN 26-4310632 | Insurance services | $20,000 |
TIAA5 years Filed as: TIAA-TEACHERS INS. & ANNUITY ASSOC. Service code 23 · EIN 13-1624203 | Insurance services | $17,973 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,736 | $42,894+118.5% | $60,874+54.0% | $68,494+36.9% |
| Participation rate | 100.0% | 66.8%+33.2pp | 73.1%+26.9pp | 67.9%+32.1pp |
| Annual return | -16.15% | -13.98%-2.2pp | 16.90%-33.0pp | -7.84%-8.3pp |
| Employer contribution / active EE | $3,487 | $1,978+76.3% | $2,701+29.1% | $2,596+34.3% |
| Participant deferral / active EE | $4,253 | $2,867+48.3% | $3,817+11.4% | $4,027+5.6% |
| Admin fee / account holder | $275 | $3,101-91.1% | $3,224-91.5% | $5,403-94.9% |