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 26 · EIN 13-2638166 1000 HARBOR BLVD · WEEHAWKEN, NJ 07086 | Advisory (Participants) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $46,525 | $77,813-40.2% | $123,544-62.3% | $64,186-27.5% |
| Participation rate | 91.6% | 74.7%+16.9pp | 82.3%+9.3pp | 69.6%+22.0pp |
| Annual return | -5.32% | 12.48%-17.8pp | 119.20%-124.5pp | 7.63%-13.0pp |
| Employer contribution / active EE | $2,403 | $3,014-20.3% | $4,628-48.1% | $2,381+0.9% |
| Participant deferral / active EE | $5,370 | $5,240+2.5% | $6,426-16.4% | $3,470+54.8% |
| Admin fee / account holder | $321 | $5,519-94.2% | $9,284-96.5% | $4,888-93.4% |