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 |
|---|---|---|
MORGAN STANLEY SMITH BARNEY5 years Filed as: MORGAN STANLEY Service code 26 · EIN 26-4310632 | Advisory (Participants) | $30,433 |
TIAA6 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $28,979 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $214,197 | $48,230+344.1% | $67,502+217.3% | $80,856+164.9% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.6%+32.4pp |
| Annual return | 12.97% | 18.28%-5.3pp | 3512.12%-3499.2pp | 35.59%-22.6pp |
| Employer contribution / active EE | $7,118 | $2,020+252.5% | $2,731+160.7% | $2,755+158.4% |
| Participant deferral / active EE | $9,827 | $2,924+236.1% | $4,000+145.7% | $4,296+128.8% |
| Admin fee / account holder | $255 | $3,681-93.1% | $3,998-93.6% | $6,918-96.3% |