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 | $3,158 |
Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 99 HARBORSIDE FINANCIAL CTR · JERSEY CITY, NJ 07311 | Other 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 | $114,497 | $155,795-26.5% | $136,294-16.0% | $69,631+64.4% |
| Participation rate | 79.6% | 75.2%+4.4pp | 81.9%-2.3pp | 70.7%+8.9pp |
| Annual return | 27.03% | 232464.33%-232437.3pp | 5155.94%-5128.9pp | 27571.02%-27544.0pp |
| Employer contribution / active EE | $1,954 | $2,991-34.7% | $4,695-58.4% | $2,032-3.9% |
| Participant deferral / active EE | $8,211 | $5,394+52.2% | $6,247+31.4% | $3,224+154.7% |
| Admin fee / account holder | $11 | $128-91.1% | $9,243-99.9% | $110-89.6% |