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 BARNEY2 years Service code 64 · EIN 20-8764829 1585 BROADWAY · NEW YORK, NY 10036 | Recordkeeping Fees | $30,000 |
TIAA2 years Filed as: TIAA-TEACHERS INSURANCE AND ANNUITY Service code 64 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Recordkeeping Fees | $11,161 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,740 | $61,272+118.3% | $149,673-10.6% | $71,457+87.2% |
| Participation rate | 91.9% | 62.5%+29.4pp | 78.8%+13.1pp | 67.9%+24.0pp |
| Annual return | 18.43% | 35.85%-17.4pp | 134.42%-116.0pp | 28.85%-10.4pp |
| Employer contribution / active EE | $0 | $2,378-100.0% | $4,818-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $15,359 | $2,917+426.5% | $5,680+170.4% | $4,289+258.1% |
| Admin fee / account holder | $161 | $1,261-87.2% | $13,210-98.8% | $1,587-89.8% |