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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.
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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY Service code 27 · EIN 20-8764829 | Advisory (Plan) | $23,147 |
TIAA4 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $6,819 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,265 | $46,553+8.0% | $64,056-21.5% | $75,163-33.1% |
| Participation rate | 86.7% | 65.9%+20.7pp | 72.3%+14.4pp | 67.2%+19.5pp |
| Annual return | 11.30% | 26.03%-14.7pp | 33.69%-22.4pp | 160.62%-149.3pp |
| Employer contribution / active EE | $3,308 | $1,974+67.6% | $2,747+20.5% | $2,670+23.9% |
| Participant deferral / active EE | $5,153 | $2,837+81.6% | $3,880+32.8% | $4,125+24.9% |
| Admin fee / account holder | $176 | $2,952-94.0% | $3,068-94.3% | $5,651-96.9% |