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 BARNEY6 years Filed as: MORGAN STANLEY Service code 23 · EIN 26-4310632 | Insurance services | $20,000 |
TIAA7 years Filed as: TIAA-TEACHERS INS. & ANNUITY ASSOC. Service code 23 · EIN 13-1624203 | Insurance services | $18,816 |
Service code 10 · EIN 31-0800053 | Accounting | $14,500 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,578 | $48,230+145.9% | $67,502+75.7% | $80,856+46.7% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.6%+32.4pp |
| Annual return | 13.19% | 18.28%-5.1pp | 3512.12%-3498.9pp | 35.59%-22.4pp |
| Employer contribution / active EE | $3,255 | $2,020+61.2% | $2,731+19.2% | $2,755+18.2% |
| Participant deferral / active EE | $4,642 | $2,924+58.8% | $4,000+16.1% | $4,296+8.1% |
| Admin fee / account holder | $392 | $3,681-89.4% | $3,998-90.2% | $6,918-94.3% |