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 BARNEY7+ years Service code 55 · EIN 26-4310632 HARBORSIDE FINANCIAL CTR · JERSEY CITY, NJ 07311 | Other Commissions | $27,802 |
CARON & BLETZER, PLLC2 years Filed as: CARON & BLETZER Service code 10 · EIN 04-0349994 | Accounting | $0 |
Filed as: FIDELITY INVEST INSTIT OPER CO Service code 37 · EIN 04-2647786 | Loan Processing | -$772 |
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 | $55,967 | $58,290-4.0% | $98,442-43.1% | $86,799-35.5% |
| Participation rate | 71.3% | 68.3%+3.0pp | 73.3%-2.0pp | 72.3%-1.0pp |
| Annual return | 9.58% | 43.48%-33.9pp | 1492.73%-1483.1pp | 97.91%-88.3pp |
| Employer contribution / active EE | $1,267 | $2,008-36.9% | $2,960-57.2% | $2,405-47.3% |
| Participant deferral / active EE | $2,977 | $3,152-5.6% | $4,276-30.4% | $4,131-27.9% |
| Admin fee / account holder | $29 | $138-78.7% | $5,949-99.5% | $170-82.7% |