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 55 HARBORSIDE FINANCIAL CTR · JERSEY CITY, NJ 07311 | Other Commissions | $8,538 |
Service code 37 · EIN 04-2647786 | Loan Processing | $806 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $36,034 | $63,299-43.1% | $91,001-60.4% | $62,292-42.2% |
| Participation rate | 80.3% | 73.3%+7.0pp | 75.6%+4.7pp | 69.5%+10.8pp |
| Annual return | 25.45% | 20.99%+4.5pp | 4.60%+20.9pp | 28.90%-3.4pp |
| Employer contribution / active EE | $2,031 | $1,807+12.4% | $2,456-17.3% | $2,042-0.6% |
| Participant deferral / active EE | $5,947 | $2,943+102.1% | $3,547+67.6% | $3,169+87.6% |
| Admin fee / account holder | $5 | $468-98.8% | $5,417-99.9% | $479-98.9% |