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 | $2,800 |
MORGAN STANLEY SMITH BARNEY1+ years Service code 61 HARBORSIDE FINANCIAL CTR PLAZA 2 · JERSEY CITY, NJ 07311 | Finders' fees / placement 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 | $58,782 | $37,117+58.4% | $147,614-60.2% | $55,191+6.5% |
| Participation rate | 80.3% | 63.6%+16.7pp | 84.6%-4.3pp | 69.2%+11.1pp |
| Annual return | -0.01% | 3.44%-3.5pp | 61.98%-62.0pp | 10.78%-10.8pp |
| Employer contribution / active EE | $1,631 | $1,620+0.6% | $5,564-70.7% | $1,899-14.1% |
| Participant deferral / active EE | $2,933 | $1,985+47.7% | $4,895-40.1% | $3,046-3.7% |
| Admin fee / account holder | $11 | $86-87.7% | $11,611-99.9% | $91-88.4% |