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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $24,988 |
Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 99 HARBORSIDE FINANCIAL CTR · JERSEY CITY, NJ 07311 | Other Fees | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,882 | $75,284-35.1% | $91,001-46.3% | $69,631-29.8% |
| Participation rate | 93.5% | 80.4%+13.1pp | 75.6%+17.9pp | 70.7%+22.9pp |
| Annual return | 31.87% | 48.40%-16.5pp | 4.60%+27.3pp | 27571.02%-27539.1pp |
| Employer contribution / active EE | $3,338 | $2,473+35.0% | $2,456+35.9% | $2,032+64.3% |
| Participant deferral / active EE | $10,159 | $3,700+174.6% | $3,547+186.4% | $3,224+215.1% |
| Admin fee / account holder | $85 | $111-23.4% | $5,417-98.4% | $110-23.3% |