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 | $1,075 |
Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 99 HARBORSIDE FINANCIAL CTR · JERSEY CITY, NJ 07311 | Other Fees | $0 |
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 | $100,777 | $59,535+69.3% | $90,160+11.8% | $62,292+61.8% |
| Participation rate | 96.4% | 73.0%+23.3pp | 76.9%+19.5pp | 69.5%+26.8pp |
| Annual return | 18.85% | 23.53%-4.7pp | 34.88%-16.0pp | 28.90%-10.0pp |
| Employer contribution / active EE | $3,026 | $1,826+65.8% | $3,318-8.8% | $2,042+48.2% |
| Participant deferral / active EE | $11,502 | $4,639+148.0% | $5,288+117.5% | $3,169+263.0% |
| Admin fee / account holder | $8 | $337-97.7% | $5,943-99.9% | $479-98.4% |