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 BARNEY4 years Filed as: MORGAN STANLEY Service code 27 · EIN 20-8764829 | Advisory (Plan) | $25,024 |
TIAA6 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $8,215 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,230 | $48,795+37.8% | $65,493+2.7% | $84,808-20.7% |
| Participation rate | 90.9% | 67.0%+23.9pp | 73.1%+17.8pp | 68.3%+22.6pp |
| Annual return | 11.81% | 20.20%-8.4pp | 982.45%-970.6pp | 40.90%-29.1pp |
| Employer contribution / active EE | $3,145 | $1,930+63.0% | $2,574+22.2% | $2,631+19.6% |
| Participant deferral / active EE | $6,068 | $2,928+107.2% | $3,961+53.2% | $4,212+44.1% |
| Admin fee / account holder | $213 | $3,877-94.5% | $5,028-95.8% | $7,344-97.1% |