Filed May 13, 2025 (most recent of 3 filings on file)
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 |
|---|---|---|
TIAA4 years Service code 64 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Recordkeeping Fees | $29,626 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY Service code 26 · EIN 26-4310632 1300 THAMES STREET · BALTIMORE, MD 21231 | Advisory (Participants) | $29,075 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $166,409 | $42,894+288.0% | $60,874+173.4% | $68,494+143.0% |
| Participation rate | 98.9% | 66.8%+32.1pp | 73.1%+25.8pp | 67.9%+31.0pp |
| Annual return | -13.50% | -13.98%+0.5pp | 16.90%-30.4pp | -7.84%-5.7pp |
| Employer contribution / active EE | $6,539 | $1,978+230.6% | $2,701+142.1% | $2,596+151.9% |
| Participant deferral / active EE | $9,262 | $2,867+223.1% | $3,817+142.7% | $4,027+130.0% |
| Admin fee / account holder | $267 | $3,101-91.4% | $3,224-91.7% | $5,403-95.1% |