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 55 HARBORSIDE FINANCIAL CTR · JERSEY CITY, NJ 07311 | Other Commissions | $8,037 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,626 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $21,308 | $80,177-73.4% | $123,892-82.8% | $57,658-63.0% |
| Participation rate | 93.1% | 74.4%+18.6pp | 81.4%+11.7pp | 70.2%+22.9pp |
| Annual return | 40.89% | 17.90%+23.0pp | 47.52%-6.6pp | 5.13%+35.8pp |
| Employer contribution / active EE | $1,607 | $2,913-44.8% | $4,617-65.2% | $1,974-18.6% |
| Participant deferral / active EE | $8,382 | $5,130+63.4% | $5,984+40.1% | $3,061+173.9% |
| Admin fee / account holder | $3 | $106-97.1% | $8,357-100.0% | $95-96.7% |