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 | $46,859 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,494 |
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 | $104,874 | $80,753+29.9% | $136,294-23.1% | $62,292+68.4% |
| Participation rate | 97.2% | 73.5%+23.6pp | 81.9%+15.3pp | 69.5%+27.7pp |
| Annual return | 18.16% | 35.83%-17.7pp | 5155.94%-5137.8pp | 28.90%-10.7pp |
| Employer contribution / active EE | $2,077 | $2,884-28.0% | $4,695-55.8% | $2,042+1.7% |
| Participant deferral / active EE | $9,016 | $5,164+74.6% | $6,247+44.3% | $3,169+184.5% |
| Admin fee / account holder | $6 | $525-98.9% | $9,243-99.9% | $479-98.8% |