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 · JERSEY CITY, NJ 07311 | Other Commissions | $27,825 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,213 |
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 | $27,785 | $80,177-65.3% | $123,892-77.6% | $57,658-51.8% |
| Participation rate | 23.1% | 74.4%-51.3pp | 81.4%-58.3pp | 70.2%-47.1pp |
| Annual return | 8.93% | 17.90%-9.0pp | 47.52%-38.6pp | 5.13%+3.8pp |
| Employer contribution / active EE | $0 | $2,913-100.0% | $4,617-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $2,638 | $5,130-48.6% | $5,984-55.9% | $3,061-13.8% |
| Admin fee / account holder | $4 | $106-96.1% | $8,357-100.0% | $95-95.6% |