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 BARNEY5 years Filed as: MORGAN STANLEY Service code 23 · EIN 26-4310632 | Insurance services | $20,000 |
TIAA6 years Filed as: TIAA-TEACHERS INS. & ANNUITY ASSOC. Service code 23 · EIN 13-1624203 | Insurance services | $15,867 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,080 | $46,553+121.4% | $64,056+60.9% | $75,163+37.1% |
| Participation rate | 100.0% | 65.9%+34.1pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 17.35% | 26.03%-8.7pp | 33.69%-16.3pp | 160.62%-143.3pp |
| Employer contribution / active EE | $3,113 | $1,974+57.7% | $2,747+13.3% | $2,670+16.6% |
| Participant deferral / active EE | $3,901 | $2,837+37.5% | $3,880+0.5% | $4,125-5.4% |
| Admin fee / account holder | $256 | $2,952-91.3% | $3,068-91.7% | $5,651-95.5% |