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 BARNEY1+ years Service code 55 HARBORSIDE FINANCIAL CTR PLAZA 2 · JERSEY CITY, NJ 07311 | Other Commissions | $5,099 |
Service code 37 · EIN 04-2647786 | Loan Processing | $350 |
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 | $10,463 | $88,324-88.2% | $115,037-90.9% | $55,191-81.0% |
| Participation rate | 78.0% | 72.5%+5.5pp | 81.4%-3.3pp | 69.2%+8.9pp |
| Annual return | 33.87% | 6.30%+27.6pp | 26.14%+7.7pp | 10.78%+23.1pp |
| Employer contribution / active EE | $847 | $2,805-69.8% | $4,608-81.6% | $1,899-55.4% |
| Participant deferral / active EE | $4,238 | $5,042-16.0% | $6,026-29.7% | $3,046+39.1% |
| Admin fee / account holder | $1 | $105-98.8% | $8,175-100.0% | $91-98.6% |