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 |
|---|---|---|
Filed as: FIDELITY INVEST INSTIT OPER CO Service code 55 | Other Commissions | $28,834 |
MORGAN STANLEY SMITH BARNEY8+ years Service code 55 · EIN 26-4310632 HARBORSIDE FINANCIAL CTR · JERSEY CITY, NJ 07311 | Other Commissions | $13,007 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,948 | $47,722-22.6% | $82,719-55.3% | $64,808-43.0% |
| Participation rate | 95.9% | 67.6%+28.2pp | 72.6%+23.3pp | 71.5%+24.4pp |
| Annual return | -14.85% | -13.05%-1.8pp | 701.18%-716.0pp | 32.82%-47.7pp |
| Employer contribution / active EE | $1,168 | $2,179-46.4% | $3,009-61.2% | $2,506-53.4% |
| Participant deferral / active EE | $3,598 | $3,329+8.1% | $4,395-18.1% | $4,310-16.5% |
| Admin fee / account holder | $53 | $143-63.2% | $5,329-99.0% | $188-72.0% |