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 BARNEY1+ years Service code 55 HARBORSIDE FINANCIAL CTR · JERSEY CITY, NJ 07311 | Other Commissions | $39,928 |
Service code 37 · EIN 04-2647786 | Loan Processing | $8,156 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $48,652 | $33,745+44.2% | $64,105-24.1% | $55,191-11.8% |
| Participation rate | 43.2% | 59.4%-16.2pp | 68.2%-25.0pp | 69.2%-26.0pp |
| Annual return | -2.06% | 4.95%-7.0pp | 791.24%-793.3pp | 10.78%-12.8pp |
| Employer contribution / active EE | $295 | $641-54.0% | $1,820-83.8% | $1,899-84.5% |
| Participant deferral / active EE | $2,357 | $1,929+22.2% | $2,822-16.5% | $3,046-22.6% |
| Admin fee / account holder | $24 | $94-74.3% | $4,499-99.5% | $91-73.3% |