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 | $10,184 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,131 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $12,522 | $80,177-84.4% | $123,892-89.9% | $57,658-78.3% |
| Participation rate | 90.3% | 74.4%+15.8pp | 81.4%+8.9pp | 70.2%+20.0pp |
| Annual return | 36.89% | 17.90%+19.0pp | 47.52%-10.6pp | 5.13%+31.8pp |
| Employer contribution / active EE | $1,029 | $2,913-64.7% | $4,617-77.7% | $1,974-47.9% |
| Participant deferral / active EE | $4,979 | $5,130-2.9% | $5,984-16.8% | $3,061+62.7% |
| Admin fee / account holder | $2 | $106-98.3% | $8,357-100.0% | $95-98.0% |