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 BARNEY6+ years Service code 55 · EIN 26-4310632 HARBORSIDE FINANCIAL CTR · JERSEY CITY, NJ 07311 | Other Commissions | $23,374 |
CARON & BLETZER, PLLC1 year Filed as: CARON & BLETZER Service code 10 · EIN 04-0349994 | Accounting | $3,813 |
Filed as: FIDELITY INVEST INSTIT OPER CO Service code 37 · EIN 04-2647786 | Loan Processing | -$266 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,796 | $66,124+10.1% | $90,404-19.5% | $73,488-0.9% |
| Participation rate | 76.7% | 69.7%+7.0pp | 72.7%+4.0pp | 70.7%+6.0pp |
| Annual return | 12.39% | 17.65%-5.3pp | 1293.02%-1280.6pp | 28.51%-16.1pp |
| Employer contribution / active EE | $921 | $2,346-60.8% | $3,262-71.8% | $2,270-59.4% |
| Participant deferral / active EE | $4,197 | $3,039+38.1% | $3,963+5.9% | $3,740+12.2% |
| Admin fee / account holder | $34 | $396-91.3% | $5,611-99.4% | $513-93.3% |