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 |
|---|---|---|
EMPLOYEE FIDUCIARY, LLC1 year Filed as: EMPLOYEE FIDUCIARY Service code 15 · EIN 61-1579239 | Recordkeeping | $15,031 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $0 |
Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 99 HARBORSIDE FINANCIAL CTR · JERSEY CITY, NJ 07311 | Other Fees | $0 |
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 | $152,546 | $80,753+88.9% | $136,294+11.9% | $62,292+144.9% |
| Participation rate | 98.5% | 73.5%+25.0pp | 81.9%+16.6pp | 69.5%+29.0pp |
| Annual return | 17.96% | 35.83%-17.9pp | 5155.94%-5138.0pp | 28.90%-10.9pp |
| Employer contribution / active EE | $13,921 | $2,884+382.7% | $4,695+196.5% | $2,042+581.7% |
| Participant deferral / active EE | $9,472 | $5,164+83.4% | $6,247+51.6% | $3,169+198.9% |
| Admin fee / account holder | $3 | $525-99.5% | $9,243-100.0% | $479-99.4% |