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 49 · EIN 22-2755716 1161 BROAD STREET · SHREWSBURY, NJ 07702 | Other Services | $1,075 |
MORNINGSTAR3 years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $336 |
Annual investment return 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $12,945 | $77,314-83.3% | $177,989-92.7% | $80,856-84.0% |
| Participation rate | 70.2% | 65.7%+4.5pp | 77.1%-6.9pp | 67.6%+2.6pp |
| Annual return | 9.65% | 18.09%-8.4pp | 294.48%-284.8pp | 35.59%-25.9pp |
| Employer contribution / active EE | $527 | $2,292-77.0% | $3,949-86.7% | $2,755-80.9% |
| Participant deferral / active EE | $3,204 | $4,411-27.4% | $6,276-49.0% | $4,296-25.4% |
| Admin fee / account holder | $23 | $7,191-99.7% | $10,363-99.8% | $6,918-99.7% |