See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
TIAA1 year Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 64 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 10017 | Recordkeeping Fees | $31,282 |
Service code 64 · EIN 20-8764829 1585 BROADWAY · NEW YORK, NY 10017 | Recordkeeping Fees | $25,000 |
FORVIS MAZARS, LLP1 year Filed as: FORVIS, LLP Service code 10 · EIN 44-0160260 1155 6TH AVE SUITE 1200 · NEW YORK, NY 10036 | Accounting | $15,435 |
Filed as: MORGAN STANLEY Service code 64 · EIN 20-8764829 1300 THAMES STREET 4TH FL · BALTIMORE, MD 21231 | Recordkeeping Fees | $12,500 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,293 | $65,061+88.0% | $143,757-14.9% | $66,914+82.8% |
| Participation rate | 88.6% | 65.2%+23.4pp | 80.3%+8.3pp | 69.8%+18.8pp |
| Annual return | -14.05% | -11.14%-2.9pp | -0.04%-14.0pp | 1.58%-15.6pp |
| Employer contribution / active EE | $21,089 | $2,361+793.4% | $4,951+326.0% | $2,544+728.9% |
| Participant deferral / active EE | $0 | $2,919-100.0% | $5,637-100.0% | $4,237-100.0% |
| Admin fee / account holder | $163 | $502-67.6% | $14,673-98.9% | $593-72.6% |