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 BARNEY5+ years Service code 55 · EIN 26-4310632 HARBORSIDE FINANCIAL CTR · JERSEY CITY, NJ 07311 | Other Commissions | $24,192 |
Filed as: FIDELITY INVEST INSTIT OPER CO Service code 37 · EIN 04-2647786 | Loan Processing | -$430 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $64,436 | $51,620+24.8% | $90,281-28.6% | $65,185-1.1% |
| Participation rate | 93.8% | 68.6%+25.2pp | 73.3%+20.5pp | 70.2%+23.6pp |
| Annual return | 19.05% | 24.94%-5.9pp | 78.10%-59.1pp | 29.38%-10.3pp |
| Employer contribution / active EE | $1,986 | $2,235-11.1% | $2,854-30.4% | $2,177-8.8% |
| Participant deferral / active EE | $3,774 | $2,871+31.5% | $3,885-2.9% | $3,514+7.4% |
| Admin fee / account holder | $8 | $384-97.9% | $5,351-99.8% | $847-99.1% |