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 BARNEY1+ years Service code 55 HARBORSIDE FINANCIAL CTR · JERSEY CITY, NJ 07311 | Other Commissions | $51,220 |
Service code 37 · EIN 04-2647786 | Loan Processing | $11,306 |
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 | $59,815 | $57,096+4.8% | $94,224-36.5% | $55,191+8.4% |
| Participation rate | 91.4% | 75.7%+15.7pp | 78.8%+12.6pp | 69.2%+22.2pp |
| Annual return | -0.29% | 159.65%-159.9pp | 10.68%-11.0pp | 10.78%-11.1pp |
| Employer contribution / active EE | $1,315 | $1,708-23.0% | $3,587-63.3% | $1,899-30.7% |
| Participant deferral / active EE | $3,851 | $3,165+21.7% | $4,320-10.9% | $3,046+26.4% |
| Admin fee / account holder | $31 | $89-65.6% | $6,269-99.5% | $91-66.1% |