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 37 · EIN 04-2647786 | Loan Processing | $294 |
MORGAN STANLEY SMITH BARNEY1+ 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 | $66,351 | $72,177-8.1% | $115,037-42.3% | $59,632+11.3% |
| Participation rate | 100.0% | 72.6%+27.4pp | 81.4%+18.6pp | 68.7%+31.3pp |
| Annual return | 3.92% | 12.02%-8.1pp | 26.14%-22.2pp | 2041.28%-2037.4pp |
| Employer contribution / active EE | $2,746 | $2,841-3.4% | $4,608-40.4% | $2,203+24.7% |
| Participant deferral / active EE | $11,044 | $4,783+130.9% | $6,026+83.3% | $3,192+246.0% |
| Admin fee / account holder | $2 | $4,927-100.0% | $8,175-100.0% | $4,297-99.9% |