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 | $20,072 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,131 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $27,316 | $68,413-60.1% | $123,104-77.8% | $55,191-50.5% |
| Participation rate | 87.1% | 84.5%+2.5pp | 86.8%+0.3pp | 69.2%+17.9pp |
| Annual return | 7.97% | 6.30%+1.7pp | 13.22%-5.2pp | 10.78%-2.8pp |
| Employer contribution / active EE | $899 | $3,050-70.5% | $5,151-82.5% | $1,899-52.7% |
| Participant deferral / active EE | $4,906 | $4,490+9.3% | $6,230-21.2% | $3,046+61.0% |
| Admin fee / account holder | $6 | $88-93.1% | $9,015-99.9% | $91-93.3% |