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 | $50 |
MORGAN STANLEY SMITH BARNEY2+ years Service code 61 HARBORSIDE FINANCIAL CTR PLAZA 2 · JERSEY CITY, NJ 07311 | Finders' fees / placement fees | $0 |
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 | $24,897 | $48,076-48.2% | $78,689-68.4% | $62,891-60.4% |
| Participation rate | 96.8% | 65.2%+31.6pp | 73.6%+23.3pp | 69.3%+27.5pp |
| Annual return | 10.02% | 31.35%-21.3pp | 62.18%-52.2pp | 20.14%-10.1pp |
| Employer contribution / active EE | $714 | $2,015-64.6% | $2,851-75.0% | $2,281-68.7% |
| Participant deferral / active EE | $2,163 | $2,588-16.4% | $3,517-38.5% | $3,203-32.5% |
| Admin fee / account holder | $30 | $3,207-99.1% | $4,510-99.3% | $4,296-99.3% |