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 BARNEY1+ years Service code 55 HARBORSIDE FINANCIAL CTR · JERSEY CITY, NJ 07311 | Other Commissions | $50,641 |
TEMPLETON & COMPANY LLP1+ years Filed as: TEMPLETON & COMPANY Service code 64 · EIN 14-1918990 | Recordkeeping Fees | $7,613 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,500 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $73,289 | $44,229+65.7% | $155,790-53.0% | $55,191+32.8% |
| Participation rate | 84.1% | 60.8%+23.3pp | 76.1%+8.0pp | 69.2%+14.9pp |
| Annual return | 1.00% | 0.37%+0.6pp | 71.54%-70.5pp | 10.78%-9.8pp |
| Employer contribution / active EE | $974 | $1,317-26.1% | $3,836-74.6% | $1,899-48.7% |
| Participant deferral / active EE | $5,645 | $2,851+98.0% | $4,797+17.7% | $3,046+85.3% |
| Admin fee / account holder | $30 | $86-65.3% | $7,478-99.6% | $91-67.0% |