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 28 · EIN 26-4310632 | Investment Management | $75,412 |
TIAA8+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $27,406 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,373 | $60,989+35.1% | $60,874+35.3% | $66,914+23.1% |
| Participation rate | 92.9% | 74.5%+18.4pp | 73.1%+19.8pp | 69.8%+23.1pp |
| Annual return | -13.75% | -9.60%-4.1pp | 16.90%-30.6pp | 1.58%-15.3pp |
| Employer contribution / active EE | $4,620 | $2,661+73.7% | $2,701+71.0% | $2,544+81.6% |
| Participant deferral / active EE | $5,636 | $3,615+55.9% | $3,817+47.7% | $4,237+33.0% |
| Admin fee / account holder | $259 | $338-23.5% | $3,224-92.0% | $593-56.4% |