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 |
|---|---|---|
MORGAN STANLEY SMITH BARNEY3+ years Service code 55 · EIN 26-4310632 HARBORSIDE FINANCIAL CTR · JERSEY CITY, NJ 07311 | Other Commissions | $20,933 |
Filed as: FIDELITY INVEST INSTIT OPER CO Service code 37 · EIN 04-2647786 | Loan Processing | $1,825 |
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 | $71,302 | $50,637+40.8% | $86,590-17.7% | $62,292+14.5% |
| Participation rate | 96.2% | 67.9%+28.3pp | 73.5%+22.7pp | 69.5%+26.7pp |
| Annual return | 16.99% | 20.80%-3.8pp | 964.84%-947.9pp | 28.90%-11.9pp |
| Employer contribution / active EE | $2,127 | $2,075+2.5% | $2,839-25.1% | $2,042+4.2% |
| Participant deferral / active EE | $4,503 | $2,611+72.4% | $3,609+24.8% | $3,169+42.1% |
| Admin fee / account holder | $13 | $413-96.9% | $4,906-99.7% | $479-97.3% |