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 37 · EIN 04-2647786 | Loan Processing | $14,269 |
MORGAN STANLEY SMITH BARNEY2+ years Service code 55 HARBORSIDE FINANCIAL CTR PLAZA 2 · JERSEY CITY, NJ 07311 | Other Commissions | $5,403 |
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 | $51,150 | $63,905-20.0% | $74,183-31.0% | $57,658-11.3% |
| Participation rate | 89.3% | 79.8%+9.5pp | 76.6%+12.7pp | 70.2%+19.0pp |
| Annual return | 6.72% | 60.60%-53.9pp | 17.74%-11.0pp | 5.13%+1.6pp |
| Employer contribution / active EE | $1,003 | $1,840-45.5% | $2,370-57.7% | $1,974-49.2% |
| Participant deferral / active EE | $2,910 | $3,448-15.6% | $3,550-18.0% | $3,061-4.9% |
| Admin fee / account holder | $23 | $91-74.7% | $5,586-99.6% | $95-75.7% |