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 BARNEY2+ years Service code 55 HARBORSIDE FINANCIAL CTR · JERSEY CITY, NJ 07311 | Other Commissions | $110,844 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,675 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $120,940 | $80,177+50.8% | $123,892-2.4% | $57,658+109.8% |
| Participation rate | 84.6% | 74.4%+10.1pp | 81.4%+3.2pp | 70.2%+14.4pp |
| Annual return | 7.83% | 17.90%-10.1pp | 47.52%-39.7pp | 5.13%+2.7pp |
| Employer contribution / active EE | $5,554 | $2,913+90.7% | $4,617+20.3% | $1,974+181.4% |
| Participant deferral / active EE | $7,539 | $5,130+47.0% | $5,984+26.0% | $3,061+146.3% |
| Admin fee / account holder | $6 | $106-94.7% | $8,357-99.9% | $95-94.0% |