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 |
|---|---|---|
Filed as: MORGAN STANLEY Service code 27 · EIN 20-8764829 1300 THAMES ST WHARF · BALTIMORE, MD 21231 | Advisory (Plan) | $31,621 |
TIAA3 years Service code 64 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Recordkeeping Fees | $6,253 |
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 | $57,528 | $42,894+34.1% | $60,874-5.5% | $68,494-16.0% |
| Participation rate | 90.3% | 66.8%+23.5pp | 73.1%+17.2pp | 67.9%+22.4pp |
| Annual return | -11.27% | -13.98%+2.7pp | 16.90%-28.2pp | -7.84%-3.4pp |
| Employer contribution / active EE | $2,996 | $1,978+51.4% | $2,701+10.9% | $2,596+15.4% |
| Participant deferral / active EE | $4,650 | $2,867+62.2% | $3,817+21.8% | $4,027+15.5% |
| Admin fee / account holder | $224 | $3,101-92.8% | $3,224-93.0% | $5,403-95.9% |