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 BARNEY2+ years Service code 55 HARBORSIDE FINANCIAL CTR PLAZA 2 · JERSEY CITY, NJ 07311 | Other Commissions | $5,972 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,046 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $16,509 | $56,640-70.9% | $80,975-79.6% | $57,658-71.4% |
| Participation rate | 69.4% | 75.9%-6.5pp | 75.8%-6.4pp | 70.2%-0.8pp |
| Annual return | 11.90% | 19.97%-8.1pp | 17.10%-5.2pp | 5.13%+6.8pp |
| Employer contribution / active EE | $643 | $2,085-69.1% | $3,714-82.7% | $1,974-67.4% |
| Participant deferral / active EE | $3,776 | $4,944-23.6% | $5,696-33.7% | $3,061+23.4% |
| Admin fee / account holder | $13 | $87-85.5% | $5,516-99.8% | $95-86.6% |