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 9-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 37 · EIN 04-2647786 | Loan Processing | $5,092 |
MORGAN STANLEY SMITH BARNEY2+ years Service code 55 HARBORSIDE FINANCIAL CTR · JERSEY CITY, NJ 07311 | Other Commissions | $4,479 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $13,101 | $47,448-72.4% | $94,993-86.2% | $62,292-79.0% |
| Participation rate | 74.6% | 66.5%+8.1pp | 73.9%+0.7pp | 69.5%+5.1pp |
| Annual return | 36.46% | 22.64%+13.8pp | 27.12%+9.3pp | 28.90%+7.6pp |
| Employer contribution / active EE | $2,701 | $1,300+107.8% | $2,603+3.7% | $2,042+32.3% |
| Participant deferral / active EE | $5,416 | $2,375+128.1% | $3,317+63.3% | $3,169+70.9% |
| Admin fee / account holder | $22 | $434-95.0% | $4,960-99.6% | $479-95.5% |