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 60 · EIN 04-2647786 | Sub-TA Fees | $0 |
Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 61 HARBORSIDE FINANCIAL CTR · JERSEY CITY, NJ 07311 | Finders' fees / placement fees; Other... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $71,618 | $80,753-11.3% | $136,294-47.5% | $62,292+15.0% |
| Participation rate | 65.8% | 73.5%-7.7pp | 81.9%-16.1pp | 69.5%-3.7pp |
| Annual return | 19.05% | 35.83%-16.8pp | 5155.94%-5136.9pp | 28.90%-9.8pp |
| Employer contribution / active EE | $2,467 | $2,884-14.4% | $4,695-47.5% | $2,042+20.8% |
| Participant deferral / active EE | $4,700 | $5,164-9.0% | $6,247-24.8% | $3,169+48.3% |
| Admin fee / account holder | $408 | $525-22.4% | $9,243-95.6% | $479-14.9% |