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 | $2,076 |
Service code 37 · EIN 04-2647786 | Loan Processing | $169 |
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 | $72,958 | $76,552-4.7% | $123,892-41.1% | $62,891+16.0% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 9.14% | 18.68%-9.5pp | 47.52%-38.4pp | 20.14%-11.0pp |
| Employer contribution / active EE | $4,323 | $2,883+50.0% | $4,617-6.4% | $2,281+89.5% |
| Participant deferral / active EE | $12,171 | $4,840+151.5% | $5,984+103.4% | $3,203+280.0% |
| Admin fee / account holder | $1 | $4,826-100.0% | $8,357-100.0% | $4,296-100.0% |