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 |
|---|---|---|
TIAA6 years Filed as: TIAA - TEACHERS INSURANCE & ANNUITY Service code 15 · EIN 13-1624203 | Recordkeeping | $58,709 |
WELLS FARGO BANK, N.A.9 years Filed as: WELLS FARGO ADVISORS Service code 50 · EIN 34-1542819 | Direct Payment | $48,483 |
Filed as: MORGAN STANLEY Service code 50 · EIN 11-3658445 | Direct Payment | $18,058 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,149 | $96,018-28.0% | $65,493+5.6% | $85,563-19.2% |
| Participation rate | 95.8% | 74.8%+21.0pp | 73.1%+22.7pp | 66.0%+29.8pp |
| Annual return | 13.40% | 14.51%-1.1pp | 982.45%-969.0pp | 31.51%-18.1pp |
| Employer contribution / active EE | $2,465 | $3,235-23.8% | $2,574-4.2% | $2,654-7.1% |
| Participant deferral / active EE | $3,221 | $4,055-20.6% | $3,961-18.7% | $4,375-26.4% |
| Admin fee / account holder | $221 | $271-18.5% | $5,028-95.6% | $834-73.6% |