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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $3,255 |
MORGAN STANLEY SMITH BARNEY1+ years Service code 61 HARBORSIDE FINANCIAL CTR PLAZA 2 · JERSEY CITY, NJ 07311 | Finders' fees / placement fees | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $11,598 | $55,182-79.0% | $73,307-84.2% | $55,191-79.0% |
| Participation rate | 76.0% | 73.9%+2.0pp | 74.9%+1.1pp | 69.2%+6.8pp |
| Annual return | 1.08% | 8.55%-7.5pp | 5.67%-4.6pp | 10.78%-9.7pp |
| Employer contribution / active EE | $654 | $1,935-66.2% | $3,237-79.8% | $1,899-65.6% |
| Participant deferral / active EE | $3,942 | $4,641-15.0% | $4,991-21.0% | $3,046+29.4% |
| Admin fee / account holder | $14 | $68-80.0% | $5,637-99.8% | $91-84.9% |