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 BARNEY2+ years Service code 55 HARBORSIDE FINANCIAL CTR PLAZA 2 · JERSEY CITY, NJ 07311 | Other Commissions | $6,195 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,663 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $21,112 | $46,732-54.8% | $156,549-86.5% | $55,167-61.7% |
| Participation rate | 80.3% | 65.8%+14.5pp | 84.0%-3.7pp | 69.0%+11.3pp |
| Annual return | 7.13% | 17.72%-10.6pp | 32.23%-25.1pp | 169.23%-162.1pp |
| Employer contribution / active EE | $261 | $2,105-87.6% | $5,501-95.3% | $1,963-86.7% |
| Participant deferral / active EE | $1,478 | $2,204-33.0% | $4,871-69.7% | $3,054-51.6% |
| Admin fee / account holder | $30 | $418-92.9% | $13,027-99.8% | $504-94.1% |