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 | $58,256 |
Service code 37 · EIN 04-2647786 | Loan Processing | $13,436 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $102,242 | $57,921+76.5% | $84,750+20.6% | $57,658+77.3% |
| Participation rate | 67.9% | 72.9%-5.0pp | 76.6%-8.7pp | 70.2%-2.3pp |
| Annual return | 7.46% | 10.24%-2.8pp | 22.78%-15.3pp | 5.13%+2.3pp |
| Employer contribution / active EE | $2,076 | $2,598-20.1% | $3,574-41.9% | $1,974+5.2% |
| Participant deferral / active EE | $4,304 | $2,742+57.0% | $3,712+16.0% | $3,061+40.6% |
| Admin fee / account holder | $18 | $130-86.2% | $5,332-99.7% | $95-81.1% |