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 | $11,144 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,750 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $24,626 | $57,921-57.5% | $84,750-70.9% | $57,658-57.3% |
| Participation rate | 64.9% | 72.9%-8.1pp | 76.6%-11.7pp | 70.2%-5.4pp |
| Annual return | 6.46% | 10.24%-3.8pp | 22.78%-16.3pp | 5.13%+1.3pp |
| Employer contribution / active EE | $0 | $2,598-100.0% | $3,574-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $1,553 | $2,742-43.3% | $3,712-58.1% | $3,061-49.2% |
| Admin fee / account holder | $18 | $130-86.4% | $5,332-99.7% | $95-81.4% |