See peer percentile detail with Solo.
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.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY Service code 27 · EIN 20-8764829 | Advisory (Plan) | $22,759 |
TIAA5 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $8,586 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,204 | $48,230+24.8% | $67,502-10.8% | $80,856-25.5% |
| Participation rate | 89.5% | 66.4%+23.1pp | 72.9%+16.6pp | 67.6%+21.8pp |
| Annual return | 17.43% | 18.28%-0.8pp | 3512.12%-3494.7pp | 35.59%-18.2pp |
| Employer contribution / active EE | $3,374 | $2,020+67.0% | $2,731+23.5% | $2,755+22.5% |
| Participant deferral / active EE | $5,601 | $2,924+91.6% | $4,000+40.0% | $4,296+30.4% |
| Admin fee / account holder | $194 | $3,681-94.7% | $3,998-95.1% | $6,918-97.2% |